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T•••••• M•••••• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

T•••••• M•••••• G•••••

Advisor at B•••••••••

New York, NY

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Search this name across graphsid dfx:ria:0275c80a-710a-aa42-6895-a8c0646c24f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 25, 2013 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: B•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 18, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••••	Independent wealth	Jan 10, 2025	n/a	yes	New York, NY	Current employment
C••••••• I••••••••• C•••••• I••	Independent wealth	Apr 20, 2021	Dec 18, 2024	no	ATLANTA, GA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• I••••••••• C•••••• I••	B•••••••••	Dec 18, 2024	Jan 10, 2025	23	Firm change	RIA to RIA
I•••••• A•••••••• I•••	C••••••• I••••••••• C•••••• I••	May 31, 2019

Relationships

Registered with (3)

→ B•••••••••Registered adviserregistration: current employment
Jan 10, 2025 to presentfactForm ADV
→ C••••••• I••••••••• C•••••• I••Registered adviserregistration: previous registration
Apr 20, 2021 to Dec 18, 2024factForm ADV
→ I•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 25, 2013 to May 31, 2019factForm ADV

Dated events

Occurred
Dec 18, 2024
Advisor changed firm
T•••••• M•••••• G••••• left C••••••• I••••••••• C•••••• I•• for Bakeravenue (registered 2025-01-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0275c80a-710a-aa42-6895-a8c0646c24f1
First observed: Jan 25, 2013
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.