DFX Intelligence

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

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RIA / WealthAdvisor9 years in industry

A•••••• R•••••• V••••••

Advisor at A•••• W••••• L••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:d51a0f0d-7347-a70c-2082-594412c7f6ae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Sep 26, 2022 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•••• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2016earliest registration or exam on IAPD
Years in industry: 9derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• W••••• L••	State registered	Jan 14, 2026	n/a	yes	SAN ANTONIO, TX	Current employment
R••••••• W••••• M•••••••••	Independent wealth	Feb 7, 2025	Nov 24, 2025	no	KERRVILLE, TX\|SAN ANTONIO, TX\|NEW BRAUNFELS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••• W••••• M•••••••••	A•••• W••••• L••	Nov 24, 2025	Jan 14, 2026	51	Firm change	RIA to state RIA
C•••••• A••••••• S•••••••• L••	R••••••• W••••• M•••••••••	Jul 24, 2025	Feb 7, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
156549:332415:TX:2025-07-24	Jul 24, 2025	Feb 7, 2025	DALLAS, TX	Firm change after gap

Relationships

Registered with (4)

→ A•••• W••••• L••Registered adviserregistration: current employment
Jan 14, 2026 to presentfactForm ADV
→ R••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Feb 7, 2025 to Nov 24, 2025factForm ADV
→ C•••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 18, 2024 to Jul 24, 2025factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Nov 24, 2025
Advisor changed firm
A•••••• R•••••• V•••••• left R••••••• W••••• M••••••••• for A•••• W••••• L•• (registered 2026-01-14)
Form ADVobserved 7 days ago
Occurred
Jul 24, 2025
Advisor changed firm
A•••••• R•••••• V•••••• left C•••••• A••••••• S•••••••• L•• for R••••••• W••••• M••••••••• (registered 2025-02-07)
Form ADVobserved 7 days ago
Occurred
Jul 12, 2024
Advisor changed firm
A•••••• R•••••• V•••••• left M•• I•••••••• S•••••••• L•• for C•••••• A••••••• S•••••••• L•• (registered 2024-07-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d51a0f0d-7347-a70c-2082-594412c7f6ae
First observed: Sep 26, 2022
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.