DFX Intelligence

G•••• T••• W•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner35 years in industry

G•••• T••• W•••••••

Advisor at W••••••• F•••••••• P•••••••• I•••

FORT WORTH, TX | Fort Worth, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 22, 2004 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: W••••••• F•••••••• P•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 28, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• F•••••••• P•••••••• I•••	State registered	Nov 21, 2017	n/a	yes	FORT WORTH, TX\|Fort Worth, TX	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Oct 22, 2004	Dec 22, 2017	no	FORT WORTH, TX\|FORT WORTH, TX\|FORT WORTH, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	W••••••• F•••••••• P•••••••• I•••	Dec 22, 2017	Nov 21, 2017	-31	Firm change after gap	RIA to state RIA

Relationships

Registered with (2)

→ W••••••• F•••••••• P•••••••• I•••Registered adviserregistration: current employment
Nov 21, 2017 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 22, 2004 to Dec 22, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 22, 2004
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.