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

R••• B••••••• M•••••

C••••••••• W••••• M•••••••••state registeredColleyville, TxIA-onlyIAPD 7252800

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Oct 6, 2025

In the industry

10 y

since Sep 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••••• W••••• M••••••••• state registered current
since Oct 6, 2025 · Colleyville, Tx
A•••• W••••• A••••••• state registered
Aug 22, 2025 to Dec 31, 2025 · Colleyville, Tx
M••••• G••••• A••••••• I••• independent RIA
Aug 11, 2023 to Aug 7, 2025 · Denver, Co
S•••••• W••••• M••••••••• former
Jul 20, 2021 to Oct 31, 2023 · Colleyville, Tx
M•••• L••• • W•••••• L•• independent RIA
May 6, 2020 to Jul 19, 2021 · Plano, Tx

Moves

a registration end followed by a registration begin elsewhere

A•••• W••••• A••••••• to C••••••••• W••••• M•••••••••
left Dec 31, 2025, registered Oct 6, 2025 (-86 days) · Other · moved with a team
M••••• G••••• A••••••• I••• to A•••• W••••• A•••••••
left Aug 7, 2025, registered Aug 22, 2025 (15 days) · RIA to a state-registered adviser
S•••••• W••••• M••••••••• to M••••• G••••• A••••••• I•••
left Oct 31, 2023, registered Aug 11, 2023 (-81 days) · RIA to RIA · moved with a team
M•••• L••• • W•••••• L•• to S•••••• W••••• M•••••••••
left Jul 19, 2021, registered Jul 20, 2021 (1 days) · RIA to RIA

Signals

R••• B••••••• M••••• left A•••• W••••• A••••••• for C••••••••• W••••• M••••••••• (registered 2025-10-06)
Dec 31, 2025 · Advisor changed firm · fact
R••• B••••••• M••••• left M••••• G••••• A••••••• I••• for A•••• W••••• A••••••• (registered 2025-08-22)
Aug 7, 2025 · Advisor changed firm · fact
R••• B••••••• M••••• left S•••••• W••••• M••••••••• for M••••• G••••• A••••••• I••• (registered 2023-08-11)
Oct 31, 2023 · 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: STATE REGISTEREDderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address