DFX Intelligence

T••••• E••• G••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

T••••• E••• G••••

Advisor at P•• A•••••••

Round Rock, TX | Austin, TX

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Search this name across graphsid dfx:ria:d3926f65-80d2-4740-f0e8-b3664dd23efa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 28, 2015 to Sep 15, 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: P•• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• A•••••••	Independent wealth	May 8, 2024	n/a	yes	Austin, TX\|Round Rock, TX	Current employment
L•• F•••••••• L••	Bd affiliated wealth	May 9, 2022	May 8, 2024	no	SAN DIEGO, CA\|Austin, TX\|FORT MILL, SC\|FORT MILL, SC\|AUSTIN, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	P•• A•••••••	May 8, 2024	May 8, 2024	0	Firm change	Ibd to RIA
C•••••••• I••••••••• R••••••• A•••••••• I•••	L•• F•••••••• L••	May 9, 2022	May 9, 2022

Relationships

Registered with (4)

→ P•• A•••••••Registered adviserregistration: current employment
May 8, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 9, 2022 to May 8, 2024factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 2, 2020 to May 9, 2022factForm ADV
→ E••••• J••••

Dated events

Occurred
May 8, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 9, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d3926f65-80d2-4740-f0e8-b3664dd23efa
First observed: Aug 28, 2015
Last observed: Sep 15, 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.