DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

T••• S•••• H•••••

E• W••••• A•••••••independent RIADallas, TxIA-onlyIAPD 4791779

Feed of 09/14/2026

Also filed as T••• H•••••

At current firm

3 y

since Nov 10, 2022

In the industry

22 y

since Jun 28, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: CFPreportedeqwealthadv.comas printed on the bio page, Sep 17, 2026
Founder: “F••••••, C•••• E•••••••• O••••••”reportedeqwealthadv.comthe sentence on the bio page
Professional profile: eqwealthadv.com/staff/toby-harrisreportedeqwealthadv.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

E• W••••• A••••••• independent RIA current
since Nov 10, 2022 · Dallas, Tx
C••••••••• F•••••••• N•••••• national BD
Apr 8, 2014 to Dec 13, 2022 · Dallas, Tx
C••••••••• F•••••••• N•••••• national BD
Mar 18, 2014 to Mar 19, 2014 · Dallas, Tx
F•••• A••••• A••••••• S•••••••• I••• former
Jul 2, 2012 to Apr 24, 2014 · Dallas, Tx
F•••• A••••• S••••••••• I••• former
Jan 21, 2010 to Jul 2, 2012 · San Diego, Ca
L•• F•••••••• L•• BD affiliated
Jul 29, 2005 to Jan 22, 2010 · Dallas, Tx
E•••••••• A•••••••• L•• national BD
Jun 29, 2004 to Aug 9, 2005 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

C••••••••• F•••••••• N•••••• to E• W••••• A•••••••
left Dec 13, 2022, registered Nov 10, 2022 (-33 days) · Affiliated broker-dealer or bank to a newly registered adviser
F•••• A••••• A••••••• S•••••••• I••• to C••••••••• F•••••••• N••••••
left Apr 24, 2014, registered Mar 18, 2014 (-37 days) · Other
F•••• A••••• S••••••••• I••• to F•••• A••••• A••••••• S•••••••• I•••
left Jul 2, 2012, registered Jul 2, 2012 (0 days) · corporate re-registration, not a move
L•• F•••••••• L•• to F•••• A••••• S••••••••• I•••
left Jan 22, 2010, registered Jan 21, 2010 (-1 days) · Other
E•••••••• A•••••••• L•• to L•• F•••••••• L••
left Aug 9, 2005, registered Jul 29, 2005 (-11 days) · Other

Signals

T••• S•••• H••••• left C••••••••• F•••••••• N•••••• for E• W••••• A••••••• (registered 2022-11-10)
Dec 13, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address