DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

W••••• A••••••• F••••••

Advisor at T••••••• A•••• M••••••••• L••

SAN ANTONIO, TX | Boerne, TX

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Search this name across graphsid dfx:ria:e3edd7be-4599-f239-a1a4-acca2af59c76

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 19, 2017 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: T••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• A•••• M••••••••• L••	Independent wealth	Apr 18, 2023	n/a	yes	Boerne, TX\|SAN ANTONIO, TX	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Jun 19, 2017	Mar 2, 2020	no	San Antonio, TX\|San Antonio, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	T••••••• A•••• M••••••••• L••	Mar 2, 2020	Apr 18, 2023	1,142	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ T••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Apr 18, 2023 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 19, 2017 to Mar 2, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3edd7be-4599-f239-a1a4-acca2af59c76
First observed: Jun 19, 2017
Last observed: Sep 15, 2026 7 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.