DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

E••••• E•••• L•••••

Advisor at I•••••••• F•••••••• P•••••••• L••

HOUSTON, TX | Houston, TX

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Search this name across graphsid dfx:ria:eb381a37-2b14-80d7-b5d7-2caf6ba64155

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 26, 2002 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: I•••••••• F•••••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 10, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••••• F•••••••• P•••••••• L••	State registered	Aug 25, 2021	n/a	yes	Houston, TX\|HOUSTON, TX	Current employment
L•••••• I••••••••• L••	State registered	Sep 3, 2013	Aug 25, 2021	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••••• I••••••••• L••	I•••••••• F•••••••• P•••••••• L••	Aug 25, 2021	Aug 25, 2021	0	Firm change	Other
N••• F•••••••• G••••• I•••	L•••••• I••••••••• L••	Sep 11, 2013	Sep 3, 2013

Relationships

Registered with (3)

→ I•••••••• F•••••••• P•••••••• L••Registered adviserregistration: current employment
Aug 25, 2021 to presentfactForm ADV
→ L•••••• I••••••••• L••Registered adviserregistration: previous registration
Sep 3, 2013 to Aug 25, 2021factForm ADV
→ N••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Jun 26, 2002 to Sep 11, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb381a37-2b14-80d7-b5d7-2caf6ba64155
First observed: Jun 26, 2002
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.