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

B••••• W•••• G•••••

O•••• W•••••• I•••BD affiliatedFort Worth, Txdual registrantIAPD 7125705

Certified Financial Planner

Feed of 09/14/2026

Also filed as B••••• W G•••••

At current firm

0 y

since Jun 1, 2026

In the industry

12 y

since Aug 1, 2014 (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

Registration history

IAPD current and previous registrations

O•••• W•••••• I••• BD affiliated current
since Jun 1, 2026 · Fort Worth, Tx
S•••• W••••• independent RIA
Apr 30, 2024 to Jun 18, 2026 · Fort Worth, Tx
A•••••• R••••••• C•••••• independent RIA
Mar 20, 2023 to Jan 23, 2024 · Dallas, Tx
C••••• A•••••• N••••••• L•• former
Mar 16, 2022 to Feb 21, 2023 · South Lake, Tx
C••• L•• BD affiliated
Jan 25, 2022 to Feb 22, 2023 · Bedford, Tx

Moves

a registration end followed by a registration begin elsewhere

S•••• W••••• to O•••• W•••••• I•••
left Jun 18, 2026, registered Jun 1, 2026 (-17 days) · RIA to affiliated broker-dealer or bank
A•••••• R••••••• C•••••• to S•••• W•••••
left Jan 23, 2024, registered Apr 30, 2024 (98 days) · RIA to RIA
C••• L•• to C••••• A•••••• N••••••• L••
left Feb 22, 2023, registered Mar 16, 2022 (-343 days) · Affiliated broker-dealer or bank to another
C••••• A•••••• N••••••• L•• to A•••••• R••••••• C••••••
left Feb 21, 2023, registered Mar 20, 2023 (27 days) · Affiliated broker-dealer or bank to independent RIA

Signals

B••••• W•••• G••••• left S•••• W••••• for O•••• W•••••• I••• (registered 2026-06-01)
Jun 18, 2026 · a•••••• firm change · fact
B••••• W•••• G••••• left A•••••• R••••••• C•••••• for S•••• W••••• (registered 2024-04-30)
Jan 23, 2024 · a•••••• firm change · fact
B••••• W•••• G••••• left C••• L•• for C••••• A•••••• N••••••• L•• (registered 2022-03-16)
Feb 22, 2023 · a•••••• firm change · fact
B••••• W•••• G••••• left C••••• A•••••• N••••••• L•• for A•••••• R••••••• C•••••• (registered 2023-03-20)
Feb 21, 2023 · a•••••• firm change · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address