DFX Intelligence

D•••• M•••••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

D•••• M•••••• B•••••••

Advisor at F•••• F•••••••• P•••••••

BOERNE, TX

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Search this name across graphsid dfx:ria:ca6c033e-96e4-b1cd-dd9d-aa46658b59f8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2005 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•••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 28, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom 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•••• F•••••••• P•••••••	State registered	Apr 12, 2024	n/a	yes	BOERNE, TX	Current employment
U••• I••••••••• S••••••• C••••••	No RAUM reported	Apr 17, 2013	Apr 11, 2019	no	SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••• I••••••••• S••••••• C••••••	F•••• F•••••••• P•••••••	Apr 11, 2019	Apr 12, 2024	1,828	Firm change after gap	Ibd to state RIA
U••• F•••••••• P••••••• S•••••••	U••• I••••••••• S••••••• C••••••	Apr 19, 2013	Apr 17, 2013

Relationships

Registered with (5)

→ F•••• F•••••••• P•••••••Registered adviserregistration: current employment
Apr 12, 2024 to presentfactForm ADV
→ U••• I••••••••• S••••••• C••••••Registered adviserregistration: previous registration
Apr 17, 2013 to Apr 11, 2019factForm ADV
→ U••• F•••••••• P••••••• S•••••••Registered adviserregistration: previous registration
Jul 30, 2010 to Apr 19, 2013factForm ADV
→ L•• F•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca6c033e-96e4-b1cd-dd9d-aa46658b59f8
First observed: Mar 28, 2005
Last observed: Sep 14, 2026 8 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.