DFX Intelligence

C••••• A••••••• S•••••••• I••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

C••••• A••••••• S•••••••• I••

CRD 142606

FORT WORTH, TX

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Search this name across graphsid dfx:ria:f0481f5d-38d0-6884-2cfd-340186dada70

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2026 to Mar 30, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 142606
Filings on the tape: 1
First filed: Mar 30, 2026

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••• W• S••••	Certified Financial Planner	FORT WORTH, TX	9	16	2	yes

Relationships

Registered with (2)

← G•• M••• C•••••Advisorregistration: previous registration
Feb 6, 2007 to Dec 31, 2016factForm ADV
← T••••• W• S••••Advisorregistration: previous registration
Apr 3, 2012 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f0481f5d-38d0-6884-2cfd-340186dada70
First observed: Mar 30, 2026
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.