DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

F••••••• A•••••• V•••••••••

Advisor at M•••• W••••• M•••••••••

EL PASO, TX

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Search this name across graphsid dfx:ria:d5c43486-2ffd-e014-44dd-e4eab2e7bd7d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 25, 2024 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: M•••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• W••••• M•••••••••	State registered	Mar 28, 2025	n/a	yes	EL PASO, TX	Current employment
A•• F••••••••• L••	No RAUM reported	Apr 25, 2024	Apr 16, 2026	no	BALA CYNWYD, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•• F••••••••• L••	M•••• W••••• M•••••••••	Apr 16, 2026	Mar 28, 2025	-384	Firm change after gap	Other

Relationships

Registered with (2)

→ M•••• W••••• M•••••••••Registered adviserregistration: current employment
Mar 28, 2025 to presentfactForm ADV
→ A•• F••••••••• L••Registered adviserregistration: previous registration
Apr 25, 2024 to Apr 16, 2026factForm ADV

Dated events

Occurred
Apr 16, 2026
Advisor changed firm
F••••••• A•••••• V••••••••• left A•• F••••••••• L•• for M•••• W••••• M••••••••• (registered 2025-03-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5c43486-2ffd-e014-44dd-e4eab2e7bd7d
First observed: Apr 25, 2024
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.