DFX Intelligence

P••••• S•••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

P••••• S•••••• S•••••

Advisor at T•• I••••••••• M••••••••• C•••••• L••

New York, NY | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:02808184-e804-2f70-0a06-41ea6a6a3ab1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2020 to Sep 15, 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•• I••••••••• M••••••••• C•••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• I••••••••• M••••••••• C•••••• L••	Asset manager	Mar 20, 2025	n/a	yes	New York, NY\|LOS ANGELES, CA	Current employment
B•••••••• I••••••••• M••••••••• L••	Asset manager	Dec 14, 2020	Mar 5, 2025	no	PRINCETON, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• I••••••••• M••••••••• L••	T•• I••••••••• M••••••••• C•••••• L••	Mar 5, 2025	Mar 20, 2025	15	Firm change	Other

Relationships

Registered with (2)

→ T•• I••••••••• M••••••••• C•••••• L••Registered adviserregistration: current employment
Mar 20, 2025 to presentfactForm ADV
→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 14, 2020 to Mar 5, 2025factForm ADV

Dated events

Occurred
Mar 5, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02808184-e804-2f70-0a06-41ea6a6a3ab1
First observed: Dec 14, 2020
Last observed: Sep 15, 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.