DFX Intelligence

R••••• W• M•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

R••••• W• M•••••••

Advisor at A•••••••• I••••••••• L••

Irving, TX | FORT COLLINS, CO

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Search this name across graphsid dfx:ria:e24aca23-9046-38a1-c7ad-32a5b92ea3e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 15, 2020 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•••••••• I••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom 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
A•••••••• I••••••••• L••	State registered	Dec 4, 2023	n/a	yes	Irving, TX\|FORT COLLINS, CO	Current employment
J••• M••••• S••••••••• L••	Wirehouse	May 25, 2022	Oct 8, 2023	no	COPPELL, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	A•••••••• I••••••••• L••	Oct 8, 2023	Dec 4, 2023	57	Firm change	Wirehouse to state RIA
E•••• S••••••••• L••	J••• M••••• S••••••••• L••	May 23, 2022	May 25, 2022

Relationships

Registered with (4)

→ A•••••••• I••••••••• L••Registered adviserregistration: current employment
Dec 4, 2023 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
May 25, 2022 to Oct 8, 2023factForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Oct 20, 2021 to May 23, 2022factForm ADV
→ F•••• C•••••• A••••••• S•••••••

Dated events

Occurred
Oct 8, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 23, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e24aca23-9046-38a1-c7ad-32a5b92ea3e7
First observed: Jan 15, 2020
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.