DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

W••••• W•••• M•••••

Advisor at A•• C•••••• I••••••••• M•••••••

AMARILLO, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 9, 2002 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: A•• C•••••• I••••••••• M•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 16, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•• C•••••• I••••••••• M•••••••	State registered	Mar 13, 2017	n/a	yes	AMARILLO, TX	Current employment
S••••• C•••••• M•••••••••	Independent wealth	Jan 30, 2020	Oct 19, 2020	no	AMARILLO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• C•••••• M•••••••••	n/a	Oct 19, 2020	n/a	n/a	Departure no registered destination	Departure
F•••••••• A••••••• G•••• L•••••	A•• C•••••• I••••••••• M•••••••	Feb 7, 2020	Mar 13, 2017	-1,061

Relationships

Registered with (5)

→ A•• C•••••• I••••••••• M•••••••Registered adviserregistration: current employment
Mar 13, 2017 to presentfactForm ADV
→ S••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Jan 30, 2020 to Oct 19, 2020factForm ADV
→ F•••••••• A••••••• G•••• L•••••Registered adviserregistration: previous registration
Mar 3, 2014 to Feb 7, 2020factForm ADV
→ W•••• F•••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 9, 2002
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.