DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

C••••••• P•••• P••••••

Advisor at T••••••• P•••••• W••••• M•••••••••

DALLAS, TX

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Search this name across graphsid dfx:ria:0bc7bf09-684d-b274-4cd9-7a21b7d0a911

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 16, 2011 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••••••• P•••••• W••••• M•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Mar 14, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• P•••••• W••••• M•••••••••	Mixed wealth	Aug 27, 2015	n/a	yes	DALLAS, TX	Current employment
F•••••••• A••••••• G•••• L•••••	Independent wealth	Mar 16, 2011	Nov 1, 2013	no	GIG HARBOR, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• A••••••• G•••• L•••••	T••••••• P•••••• W••••• M•••••••••	Nov 1, 2013	Aug 27, 2015	664	Firm change after gap	Other

Relationships

Registered with (2)

→ T••••••• P•••••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 27, 2015 to presentfactForm ADV
→ F•••••••• A••••••• G•••• L•••••Registered adviserregistration: previous registration
Mar 16, 2011 to Nov 1, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0bc7bf09-684d-b274-4cd9-7a21b7d0a911
First observed: Mar 16, 2011
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.