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.

Current roles

0

Past roles

1

Attributed transactions

0

Confirmed attributions

0

Board seats

0

• Occurred

  Mar 4, 2024
  Person left

  S•••••• T••••• S••••• (President Of C••••• Wealth Management And Senior Wealth Advisor) no longer on Schedule A of T•• C••••• G••••• L••

  T•• C••••• G••••• L••Form ADVobserved 8 days ago

Graph

Private Equity

Canonical id

dfx:pe:51c91321-8cf1-494e-91ed-027f90ed3349

First observed

n/a

Last observed

Sep 13, 2026 8 days ago

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.