DFX Intelligence

P••• R••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

P••• R••• S•••••••

Advisor at P•• W••••• M•••••••••

COPPELL, TX

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Search this name across graphsid dfx:ria:ee8ab367-bd89-1300-f55c-43cee118debb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 26, 2009 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: P•• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 17, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	State registered	Jul 17, 2018	n/a	yes	COPPELL, TX	Current employment
G••••••••• W••••• A•••••••	Independent wealth	Apr 22, 2015	Oct 14, 2016	no	COPPELL, TX\|RICHARDSON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••• F•••••••• P•••••••	G••••••••• W••••• A•••••••	Sep 20, 2018	Apr 22, 2015	-1,247	Firm change after gap	Other
G••••••••• W••••• A•••••••	P•• W••••• M•••••••••	Oct 14, 2016	Jul 17, 2018

Relationships

Registered with (3)

→ P•• W••••• M•••••••••Registered adviserregistration: current employment
Jul 17, 2018 to presentfactForm ADV
→ H••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Aug 31, 2010 to Sep 20, 2018factForm ADV
→ G••••••••• W••••• A•••••••Registered adviserregistration: previous registration
Apr 22, 2015 to Oct 14, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee8ab367-bd89-1300-f55c-43cee118debb
First observed: Aug 26, 2009
Last observed: Sep 14, 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.