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T••••• C•••••• M••••••••• I• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

T••••• C•••••• M••••••••• I• L••

CRD 324364

ESCONDIDO, CA

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Search this name across graphsid dfx:ria:0d82c7fe-761b-5e9d-7f1a-dcbbb299b5ac

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
On other graphs: 1
Observed: Jan 13, 2023 to Mar 23, 2026
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Allocatorsidentity

T••••• C•••••• M••••••••• I• L••

Investment consultant · shared crd

Private Equityowner

T• A•••••••••

schedule ab owner name equals pe organization name · confidence 50%

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.08 fund_share=0.0 institutional_share=0.71 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $619MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $52.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 8%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••••••• T•••••	n/a	ESCONDIDO, CA	3	22	1	no
R•••••• B••••	n/a	ESCONDIDO, CA	3	17

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• H••••••• A••	CEO & PRESIDENT	Na	yes	11/2022	Jan 13, 2023	Oct 9, 2024
A•••••• H••••••• A••	Shareholder	F	yes	11/2022	Jan 13, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T••••• A••••••••• L••	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$619M	$463M	33.6%	n/a	n/a	1	4	1	0

Relationships

Registered with (4)

← R•••••• B••••Advisorregistration: current employment
Sep 15, 2023 to presentfactForm ADV
← J••••••• T•••••Advisorregistration: current employment
May 1, 2023 to presentfactForm ADV
← Michael Eric RobinsonAdvisorregistration: previous registration
Mar 13, 2024 to Apr 24, 2025factForm ADV
← Nicholas Joel Tilson

Dated events

Occurred
Mar 23, 2026
Regulatory AUM changed
T••••• C•••••• M••••••••• I• L•• reported RAUM $619.0M, up 34% from $463.4M (2025-06-25 to 2026-03-23)
Form ADVobserved 7 days ago
$156M
Occurred
Apr 24, 2025
Advisor changed firm
Michael Eric Robinson left T••••• C•••••• M••••••••• I• L•• for Charles Schwab & Co., Inc. (registered 2025-05-02)
Form ADVobserved 7 days ago
Occurred
Jan 30, 2024
Advisor changed firm
Nicholas Joel Tilson left T••••• C•••••• M••••••••• I• L•• for Mml Investors Services, Llc (registered 2024-02-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d82c7fe-761b-5e9d-7f1a-dcbbb299b5ac
First observed: Jan 13, 2023
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.