DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

C••• P••••• R•••••••

Advisor at T•••••• C•••••• M•••••••••

DENVER, CO

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Search this name across graphsid dfx:ria:02d23ad0-a283-f01c-93d2-d8068ea482ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 17, 2007 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•••••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 23, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••• C•••••• M•••••••••	Independent wealth	Feb 18, 2016	n/a	yes	DENVER, CO	Current employment
S••••• F•••••••• G•••• I••	Former SEC adviser	Oct 30, 2015	Feb 10, 2020	no	Denver, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	S••••• F•••••••• G•••• I••	Feb 10, 2020	Oct 30, 2015	-1,564	Firm change after gap	Other
S••••• F•••••••• G•••• I••	T•••••• C•••••• M•••••••••	Feb 10, 2020	Feb 18, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:109485:CO:2020-02-10	Feb 10, 2020	Oct 30, 2015	DENVER, CO	Firm change after gap
109485:282814:CO:2020-02-10	Feb 10, 2020	Feb 18, 2016	DENVER, CO	Firm change after gap
124446:105644:CO:2015-12-23	Dec 23, 2015	Oct 19, 2015	DENVER, CO	Firm change after gap

Relationships

Registered with (6)

→ T•••••• C•••••• M•••••••••Registered adviserregistration: current employment
Feb 18, 2016 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Oct 19, 2015 to Feb 10, 2020factForm ADV
→ S••••• F•••••••• G•••• I••Registered adviserregistration: previous registration
Oct 30, 2015 to Feb 10, 2020factForm ADV
→ J• P• T••••• • C•••••• C•••••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02d23ad0-a283-f01c-93d2-d8068ea482ff
First observed: May 17, 2007
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.