DFX Intelligence

W•••••• F••••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

W•••••• F••••••• B••••

Advisor at P•• F••••• O•••••• L••

PLANO, TX

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Search this name across graphsid dfx:ria:f7ea5a15-23c5-4b4e-fc86-4494df0d93f4

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

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 1, 2010 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••••• O•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 7, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• F••••• O•••••• L••	Independent wealth	Jul 12, 2021	n/a	yes	PLANO, TX	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Jun 21, 2011	Jan 28, 2021	no	DALLAS, TX\|PLANO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	P•• F••••• O•••••• L••	Jan 28, 2021	Jul 12, 2021	165	Firm change	Wirehouse to RIA
M•• F•••••••• S•••••••• I•••	U•• F•••••••• S••••••• I•••	Jun 24, 2011	Jun 21, 2011

Relationships

Registered with (3)

→ P•• F••••• O•••••• L••Registered adviserregistration: current employment
Jul 12, 2021 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Jun 21, 2011 to Jan 28, 2021factForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 1, 2010 to Jun 24, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7ea5a15-23c5-4b4e-fc86-4494df0d93f4
First observed: Jul 1, 2010
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.