J• D•• P••••••

Advisor at D• C•••••• M••••••••• I•••

HOUSTON, TX

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Search this name across graphsid dfx:ria:eea29239-1dac-b4bc-02bc-6fc92cbd40b4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 13, 1999 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: D• C•••••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 30, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D• C•••••• M••••••••• I•••	State registered	Jun 18, 2008	n/a	yes	HOUSTON, TX	Current employment
F•••• I••••••••• M•••••••••	Independent wealth	Dec 5, 2005	Aug 15, 2008	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• I••••••••• M•••••••••	D• C•••••• M••••••••• I•••	Aug 15, 2008	Jun 18, 2008	-58	Firm change after gap	Other
C•••••• S••••• • C••• I•••	F•••• I••••••••• M•••••••••	Jul 21, 2003	Dec 5, 2005

Relationships

Registered with (3)

→ D• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Jun 18, 2008 to presentfactForm ADV
→ F•••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Dec 5, 2005 to Aug 15, 2008factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jul 13, 1999 to Jul 21, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eea29239-1dac-b4bc-02bc-6fc92cbd40b4
First observed: Jul 13, 1999
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.