DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor21 years in industry

T••• R•••• G••••

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

Franklin, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0eb70192-8850-f036-5295-e39218a0ad01

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 15, 2005 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•••••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 13, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••••• W••••• M•••••••••	State registered	Nov 17, 2008	n/a	yes	Franklin, TN	Current employment
T• A••••••••• I••••••••• M••••••••• L••	Former SEC adviser	May 17, 2006	Aug 27, 2008	no	BRENTWOOD, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T• A••••••••• I••••••••• M••••••••• L••	T•••••••• W••••• M•••••••••	Aug 27, 2008	Nov 17, 2008	82	Firm change	Other
T• A••••••••• I•••	T• A••••••••• I••••••••• M••••••••• L••	Aug 27, 2008	May 17, 2006

Relationships

Registered with (4)

→ T•••••••• W••••• M•••••••••Registered adviserregistration: current employment
Nov 17, 2008 to presentfactForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
May 17, 2006 to Aug 27, 2008factForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Dec 16, 2005 to Aug 27, 2008factForm ADV
→ M••••• S•••••• D• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0eb70192-8850-f036-5295-e39218a0ad01
First observed: Jun 15, 2005
Last observed: Sep 14, 2026 9 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.