F•••• V•• F••••

Advisor at T•• M••••••••• I••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0122d323-b416-8af5-b8b4-cd7f56c46061

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 7, 2017 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: T•• M••••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 8, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• M••••••••• I••	Independent wealth	Apr 6, 2021	n/a	yes	GLEN HEAD, NY\|Clifton Park Dr, NY	Current employment
T•• M••••••••• I••	Independent wealth	Jun 7, 2017	Dec 31, 2019	no	Clifton Park, NY\|GLEN HEAD, NY

Relationships

Registered with (1)

→ T•• M••••••••• I••Registered adviserregistration: previous registration
Jun 7, 2017 to Dec 31, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0122d323-b416-8af5-b8b4-cd7f56c46061
First observed: Jun 7, 2017
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.