DFX Intelligence

M•••••• T•••• V•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

M•••••• T•••• V•••••

Advisor at P••• A••••• S••••••••• L••

Needville, TX | HOUSTON, TX

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Search this name across graphsid dfx:ria:e318799e-18b0-866a-7279-c9b964999f8e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 12, 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: P••• A••••• S••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• A••••• S••••••••• L••	Bd affiliated wealth	Dec 11, 2025	n/a	yes	HOUSTON, TX\|Needville, TX	Current employment
G••••••• W••••• P•••••••• L••	Independent wealth	Oct 29, 2024	Dec 11, 2025	no	Houston, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• W••••• P•••••••• L••	P••• A••••• S••••••••• L••	Dec 11, 2025	Dec 11, 2025	0	Firm change	Ibd to ibd
T•• G•••• L••	G••••••• W••••• P•••••••• L••	Mar 15, 2024	Oct 29, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
310203:46173:TX:2025-12-11	Dec 11, 2025	Dec 11, 2025	HOUSTON, TX	Firm change

Relationships

Registered with (3)

→ P••• A••••• S••••••••• L••Registered adviserregistration: current employment
Dec 11, 2025 to presentfactForm ADV
→ G••••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Oct 29, 2024 to Dec 11, 2025factForm ADV
→ T•• G•••• L••Registered adviserregistration: previous registration
Oct 12, 2022 to Mar 15, 2024factForm ADV

Dated events

Occurred
Dec 11, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 15, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e318799e-18b0-866a-7279-c9b964999f8e
First observed: Oct 12, 2022
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.