DFX Intelligence

D•••• L••••••• R•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

D•••• L••••••• R•••••

Advisor at W••••••• E••••• F••• M••••••••• •••• L••

HOUSTON, TX

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Search this name across graphsid dfx:ria:eaf88109-ace9-0156-ae7b-ebcf1c559795

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Nov 21, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

D•••• L••••••• R•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: W••••••• E••••• F••• M••••••••• •••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Nov 21, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• E••••• F••• M••••••••• •••• L••	Asset manager	Apr 2, 2018	n/a	yes	HOUSTON, TX	Current employment

Relationships

Registered with (1)

→ W••••••• E••••• F••• M••••••••• •••• L••Registered adviserregistration: current employment
Apr 2, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eaf88109-ace9-0156-ae7b-ebcf1c559795
First observed: Nov 21, 2009
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.