DFX Intelligence

V••••• D•••• R••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

V••••• D•••• R••••••

Advisor at A•••••• C•••••• L••

DALLAS, TX

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Search this name across graphsid dfx:ria:cb5b77a6-8152-2479-a451-69bad5812c38

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 30, 2014 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: A•••••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 30, 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
A•••••• C•••••• L••	State registered	Apr 24, 2024	n/a	yes	DALLAS, TX	Current employment
M••••• C•••••• M••••••••• L••	Independent wealth	Sep 18, 2023	Dec 31, 2023	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• C•••••• M••••••••• L••	A•••••• C•••••• L••	Dec 31, 2023	Apr 24, 2024	115	Firm change	Other
L••••• P••• L••	M••••• C•••••• M••••••••• L••	Mar 16, 2023	Sep 18, 2023

Relationships

Registered with (4)

→ A•••••• C•••••• L••Registered adviserregistration: previous registration
Jun 20, 2017 to Dec 8, 2017factForm ADV
→ M••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 18, 2023 to Dec 31, 2023factForm ADV
→ L••••• P••• L••Registered adviserregistration: previous registration
Jul 14, 2022 to Mar 16, 2023factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
V••••• D•••• R•••••• left M••••• C•••••• M••••••••• L•• for A•••••• C•••••• L•• (registered 2024-04-24)
Form ADVobserved 7 days ago
Occurred
Mar 16, 2023
Advisor changed firm
V••••• D•••• R•••••• left L••••• P••• L•• for M••••• C•••••• M••••••••• L•• (registered 2023-09-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb5b77a6-8152-2479-a451-69bad5812c38
First observed: Aug 30, 2014
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.