DFX Intelligence

G•• M••• C•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)42 years in industry

G•• M••• C•••••

Advisor at R••••• I••••••••• A•••••••• I•••

FORT WORTH, TX

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Search this name across graphsid dfx:ria:d5a67fff-40fb-f658-f456-38636d09df0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2007 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: R••••• I••••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 6, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• I••••••••• A•••••••• I•••	Independent wealth	Feb 24, 2021	n/a	yes	FORT WORTH, TX	Current employment
C••••• A••••••• S•••••••• I••	State registered	Jan 5, 2017	n/a	yes	FORT WORTH, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• I••••••••• A•••••••• I•••	C••••• A••••••• S•••••••• I••	Jul 15, 2020	Jan 5, 2017	-1,287	Firm change after gap	RIA to state RIA
C••••• A••••••• S•••••••• I••	R••••• I••••••••• A•••••••• I•••	Dec 31, 2016	Sep 10, 2008

Relationships

Registered with (2)

→ R••••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 10, 2008 to Jul 15, 2020factForm ADV
→ C••••• A••••••• S•••••••• I••Registered adviserregistration: previous registration
Feb 6, 2007 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5a67fff-40fb-f658-f456-38636d09df0c
First observed: Feb 6, 2007
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.