S•• G••• C•••

Advisor at F••• A••••••• I••

AUSTIN, TX | Fort Worth, 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 graphsid dfx:ria:ec8f30dd-90a4-b2a1-ad2b-668d509c4f42

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 10, 2016 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: F••• A••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••• A••••••• I••	Independent wealth	Sep 8, 2022	n/a	yes	Fort Worth, TX\|AUSTIN, TX	Current employment
A•••••••• C•••••• M•••••••••	Independent wealth	Nov 15, 2016	Sep 7, 2022	no	Fort Worth, TX\|CORNELIUS, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• C•••••• M•••••••••	F••• A••••••• I••	Sep 7, 2022	Sep 8, 2022	1	Firm change	Other
V••••• C•••••• M••••••••• L••	A•••••••• C•••••• M•••••••••	Nov 11, 2016	Nov 15, 2016

Relationships

Registered with (3)

→ F••• A••••••• I••Registered adviserregistration: current employment
Sep 8, 2022 to presentfactForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Nov 15, 2016 to Sep 7, 2022factForm ADV
→ V••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 10, 2016 to Nov 11, 2016factForm ADV

Dated events

Occurred
Sep 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec8f30dd-90a4-b2a1-ad2b-668d509c4f42
First observed: Feb 10, 2016
Last observed: Sep 15, 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.