DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

G•••••• A•••••••• M•••••••

Advisor at C•••• I••••••••• M••••••••• L••

Austin, TX | HOUSTON, TX

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Search this name across graphsid dfx:ria:e3de34d1-4912-7716-b0a8-1cc61a025ecd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 21, 2021 to Sep 15, 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: C•••• I••••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• I••••••••• M••••••••• L••	Independent wealth	Feb 10, 2026	n/a	yes	Austin, TX\|HOUSTON, TX	Current employment
B••••••• J•••• L••	Independent wealth	Aug 21, 2021	Feb 2, 2026	no	AUSTIN, TX\|SEATTLE, WA\|Austin, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• J•••• L••	C•••• I••••••••• M••••••••• L••	Feb 2, 2026	Feb 10, 2026	8	Firm change	RIA to RIA

Relationships

Registered with (2)

→ C•••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Feb 10, 2026 to presentfactForm ADV
→ B••••••• J•••• L••Registered adviserregistration: previous registration
Aug 21, 2021 to Feb 2, 2026factForm ADV

Dated events

Occurred
Feb 2, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3de34d1-4912-7716-b0a8-1cc61a025ecd
First observed: Aug 21, 2021
Last observed: Sep 15, 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.