DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

M••••• P••••••• J•

Advisor at F•••• T•••• S••••••••• I•••

Houston, TX

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Search this name across graphsid dfx:ria:fc2dd942-f709-165c-311a-3f7e58f80968

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Sep 17, 2018 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: F•••• T•••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• T•••• S••••••••• I•••	Bd affiliated wealth	Aug 11, 2026	n/a	yes	Houston, TX\|Houston, TX\|Houston, TX	Current employment
F•••• I••••••••• S•••••••	Bd affiliated wealth	Jun 25, 2024	Aug 7, 2026	no	HOUSTON, TX\|SAN ANTONIO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• I••••••••• S•••••••	F•••• T•••• S••••••••• I•••	Aug 7, 2026	Aug 11, 2026	4	Firm change	Ibd to ibd
P•• W••••• M•••••••••	F•••• I••••••••• S•••••••	Jun 24, 2024	Jun 25, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
286129:628:TX:2026-08-07	Aug 7, 2026	Aug 11, 2026	SAN ANTONIO, TX	Firm change
7691:79:TX:2019-01-02	Jan 11, 2019	Nov 22, 2019	HOUSTON, TX	Firm change

Relationships

Registered with (6)

→ F•••• T•••• S••••••••• I•••Registered adviserregistration: current employment
Aug 11, 2026 to presentfactForm ADV
→ F•••• I••••••••• S•••••••Registered adviserregistration: previous registration
Jun 25, 2024 to Aug 7, 2026factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Aug 3, 2022 to Jun 24, 2024factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Aug 7, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 24, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 27, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc2dd942-f709-165c-311a-3f7e58f80968
First observed: Sep 17, 2018
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.