DFX Intelligence
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Registered advisor
T••• A••• F••••••••
Certified Financial Planner
Feed of 09/14/2026
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Business email
- ••• Lockedreportedstonecreekpw.comfirm site, Sep 16, 2026
- Office line
- ••• Lockedreportedstonecreekpw.comfirm site, Sep 16, 2026
- Advisor profile
- ••• Lockedreportedstonecreekpw.comfirm site, Sep 16, 2026
At current firm
3 y
since Oct 21, 2022
In the industry
30 y
since Oct 1, 1995 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- S••••••••• P•••••• W•••••• L•• independent RIA currentsince Oct 21, 2022 · Prosper, Tx
- F••••••• P••••••• A•• W•••••••• A••••••• formerJul 13, 2018 to Oct 1, 2021 · Boston, Ma
- S•••••••• A••••••• L•• national BDFeb 28, 2001 to Jul 13, 2018 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- F••••••• P••••••• A•• W•••••••• A••••••• to S••••••••• P•••••• W•••••• L••left Oct 1, 2021, registered Oct 21, 2022 (385 days) · Affiliated broker-dealer or bank to independent RIA
- S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address