DFX Intelligence

V••• W•••• S••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

V••• W•••• S••••••••

Advisor at S•••••••• A••••••• S••••••• • I•••••••••

WEATHERFORD, TX

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Search this name across graphsid dfx:ria:cffe8825-4ff3-dd96-1c3f-99be13c0559d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 12, 2000 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: S•••••••• A••••••• S••••••• • I•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 5, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••••• A••••••• S••••••• • I•••••••••	State registered	Jan 3, 2022	n/a	yes	WEATHERFORD, TX	Current employment
R•••• I••••••••• A••••••• L••	Bd affiliated wealth	Aug 29, 2018	Oct 6, 2021	no	REDDING, CA\|KENTWOOD, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• I••••••••• A••••••• L••	S•••••••• A••••••• S••••••• • I•••••••••	Oct 6, 2021	Jan 3, 2022	89	Firm change	Ibd to state RIA
S••••••••• A•••••• A•••••••• I•••	R•••• I••••••••• A••••••• L••	Aug 13, 2018	Aug 29, 2018

Relationships

Registered with (6)

→ S•••••••• A••••••• S••••••• • I•••••••••Registered adviserregistration: current employment
Jan 3, 2022 to presentfactForm ADV
→ R•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 29, 2018 to Oct 6, 2021factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 23, 2012 to Aug 13, 2018factForm ADV
→ U••• B•••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cffe8825-4ff3-dd96-1c3f-99be13c0559d
First observed: Oct 12, 2000
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.