DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

D••••• S•••••• R•••••

Advisor at P•• F•••••••• G••••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:efd79779-ea02-a761-1816-acce46cbd46d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 31, 2022 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•• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• F•••••••• G••••	Independent wealth	Jun 26, 2026	n/a	yes	SAN ANTONIO, TX	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Mar 14, 2025	Jun 24, 2026	no	SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	P•• F•••••••• G••••	Jun 24, 2026	Jun 26, 2026	2	Firm change	Other
C• • J• W••••• A•••••••	N••••••••• M••••• I••••••••• S•••••••••	Jun 7, 2024	Mar 14, 2025

Relationships

Registered with (3)

→ P•• F•••••••• G••••Registered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Mar 14, 2025 to Jun 24, 2026factForm ADV
→ C• • J• W••••• A•••••••Registered adviserregistration: previous registration
Jan 31, 2022 to Jun 7, 2024factForm ADV

Dated events

Occurred
Jun 24, 2026
Advisor changed firm
D••••• S•••••• R••••• left N••••••••• M••••• I••••••••• S••••••••• for P•• F•••••••• G•••• (registered 2026-06-26)
Form ADVobserved 7 days ago
Occurred
Jun 7, 2024
Advisor changed firm
D••••• S•••••• R••••• left C• • J• W••••• A••••••• for N••••••••• M••••• I••••••••• S••••••••• (registered 2025-03-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efd79779-ea02-a761-1816-acce46cbd46d
First observed: Jan 31, 2022
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.