DFX Intelligence

A•••••••• G• I••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

A•••••••• G• I••••

Advisor at S••• I••••••••• C••••••

SAN ANTONIO, TX

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Aug 4, 2016 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

A•••••••• G• I••••

Real estate principal · key_crd_individual, shared_individual_crd

Private Equityidentity

A•••••••• G• I••••

Private equity principal · key_crd_individual, shared_individual_crd

Facts

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

Current firm: S••• I••••••••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 30, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••• I••••••••• C••••••	Independent wealth	Jul 17, 2020	n/a	yes	SAN ANTONIO, TX	Current employment
P•• F•••••••• G••••	Independent wealth	Aug 4, 2016	Feb 10, 2021	no	SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• F•••••••• G••••	S••• I••••••••• C••••••	Feb 10, 2021	Jul 17, 2020	-208	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ S••• I••••••••• C••••••Registered adviserregistration: current employment
Jul 17, 2020 to presentfactForm ADV
→ P•• F•••••••• G••••Registered adviserregistration: previous registration
Aug 4, 2016 to Feb 10, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 4, 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.