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

  Oct 17, 2013
  Person left

  B•••• L• C••••••• (Vice President) no longer on Schedule A of TPB Wealth Advisors, LLC

  TPB Wealth Advisors, LLCForm ADVobserved 8 days ago
• Occurred

  Jul 1, 2013
  Person joined

  B•••• L• C••••••• joined Schedule A of TPB Wealth Advisors, LLC as Vice President

  TPB Wealth Advisors, LLCForm ADVobserved 8 days ago

Graph

Private Equity

Canonical id

dfx:pe:7c598316-6d6e-4297-8d31-ea5919ad4457

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.