DFX Intelligence

H••••• N•• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner33 years in industry

H••••• N•• H•••••••

Advisor at S••• D•• F•••••••• S••••••••• L••

FORT WORTH, TX

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Search this name across graphsid dfx:ria:d897c8cb-b297-ae81-7fe1-1e93381ea081

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 13, 2002 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••• D•• F•••••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 26, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••• D•• F•••••••• S••••••••• L••	State registered	Jan 1, 2015	n/a	yes	FORT WORTH, TX	Current employment
P••••••••• S••••••••• C•••••••••	Independent wealth	Oct 7, 2013	Dec 17, 2014	no	CARPINTERIA, CA\|Horseshoe Bay, TX\|FORT WORTH, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• S••••••••• C•••••••••	S••• D•• F•••••••• S••••••••• L••	Dec 17, 2014	Jan 1, 2015	15	Firm change	Other
V•••••••• F••••••••• L••	P••••••••• S••••••••• C•••••••••	Oct 7, 2013	Oct 7, 2013

Relationships

Registered with (7)

→ S••• D•• F•••••••• S••••••••• L••Registered adviserregistration: current employment
Jan 1, 2015 to presentfactForm ADV
→ P••••••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Oct 7, 2013 to Dec 17, 2014factForm ADV
→ V•••••••• F••••••••• L••Registered adviserregistration: previous registration
Apr 27, 2011 to Oct 7, 2013factForm ADV
→ N•• E•••••• S••••••••• C•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d897c8cb-b297-ae81-7fe1-1e93381ea081
First observed: May 13, 2002
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.