DFX Intelligence

M•••••• P••• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

M•••••• P••• G•••••

Advisor at F•••••••• E•••••••••

MCKINNEY, TX

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Search this name across graphsid dfx:ria:c6e527f5-e7e8-83f8-97ec-08424615fd10

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 27, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: F•••••••• E•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• E•••••••••	State registered	Nov 28, 2023	n/a	yes	MCKINNEY, TX	Current employment
A•••••• P••••••• P•••••••• I•••	Bd affiliated wealth	Mar 18, 2021	Apr 27, 2023	no	DUBUQUE, IA\|Dallas, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• A••••••• S•••••••	A•••••• P••••••• P•••••••• I•••	Apr 27, 2023	Mar 18, 2021	-770	Firm change after gap	Ibd to RIA
A•••••• P••••••• P•••••••• I•••	F•••••••• E•••••••••	Apr 27, 2023	Nov 28, 2023

Relationships

Registered with (5)

→ F•••••••• E•••••••••Registered adviserregistration: current employment
Nov 28, 2023 to presentfactForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Oct 25, 2019 to Apr 27, 2023factForm ADV
→ A•••••• P••••••• P•••••••• I•••Registered adviserregistration: previous registration
Mar 18, 2021 to Apr 27, 2023factForm ADV
→ 1•• G••••• A••••••• I••

Dated events

Occurred
Apr 27, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 27, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6e527f5-e7e8-83f8-97ec-08424615fd10
First observed: Jan 27, 2016
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.