DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

M•••••• M•••••• S••••••••

Advisor at V••• F•••••••• A•••••••• I•••

Houston, TX | TYLER, TX

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Search this name across graphsid dfx:ria:e5d08924-517c-3d15-c737-7df5d461af16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 0
Observed: Feb 28, 2011 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: V••• F•••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 9, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Aug 3, 2026	n/a	yes	Houston, TX\|TYLER, TX	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Nov 13, 2024	Aug 17, 2026	no	TYLER, TX\|LONGVIEW, TX\|HOUSTON, TX\|MONTGOMERY, TX\|26502 KUYKENDAHL, TX\|CLEVELAND, TX\|TYLER, TX\|Tyler, TX\|SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	V••• F•••••••• A•••••••• I•••	Aug 17, 2026	Aug 3, 2026	-14	Firm change	Ibd to ibd
C••••• I••••••••• A••••••• L••	L•• F•••••••• L••	Oct 15, 2024	Nov 13, 2024

Relationships

Registered with (8)

→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 3, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Nov 13, 2024 to Aug 17, 2026factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Apr 29, 2024 to Oct 15, 2024factForm ADV
→ A••••••• F•••••••• A•••••••• L••

Dated events

Occurred
Aug 17, 2026
Advisor changed firm
M•••••• M•••••• S•••••••• left L•• F•••••••• L•• for V••• F•••••••• A•••••••• I••• (registered 2026-08-03)
Form ADVobserved 7 days ago
Occurred
Oct 15, 2024
Advisor changed firm
M•••••• M•••••• S•••••••• left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L•• (registered 2024-11-13)
Form ADVobserved 7 days ago
Occurred
Mar 20, 2024
Advisor changed firm
M•••••• M•••••• S•••••••• left A••••••• F•••••••• A•••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2024-04-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5d08924-517c-3d15-c737-7df5d461af16
First observed: Feb 28, 2011
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.