DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner27 years in industry

M•••••• W•••••• B•••••

Advisor at W•••••• R•••••• W••••• M••••••••• L••

MINERAL WELLS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2000 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•••••• R•••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 13, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• R•••••• W••••• M••••••••• L••	State registered	Jul 31, 2023	n/a	yes	MINERAL WELLS, TX	Current employment
R•••••• F•••••••• N••••••	Independent wealth	May 6, 2013	Jul 31, 2023	no	SOLON, OH\|Aledo, TX\|Mineral Wells, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• F•••••••• N••••••	W•••••• R•••••• W••••• M••••••••• L••	Jul 31, 2023	Jul 31, 2023	0	Firm change	RIA to state RIA
U••• B•••••• I••••••••• I•••	R•••••• F•••••••• N••••••	May 2, 2013	May 6, 2013

Relationships

Registered with (6)

→ W•••••• R•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 31, 2023 to presentfactForm ADV
→ R•••••• F•••••••• N••••••Registered adviserregistration: previous registration
May 6, 2013 to Jul 31, 2023factForm ADV
→ U••• B•••••• I••••••••• I•••Registered adviserregistration: previous registration
Jul 9, 2010 to May 2, 2013factForm ADV
→ H••••••••• F•••••••• A•••••••

Dated events

Order

Occurred
31 Jul 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 1, 2000
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.