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T••• M•••••• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

T••• M•••••• F•••••••

Advisor at C•••••••

New Orleans, LA

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Search this name across graphsid dfx:ria:10c86621-4ce6-7b39-1b1a-8ee8ed44af96

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 4, 2017 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: C•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Jun 23, 2023	n/a	yes	New Orleans, LA	Current employment
S••••••• W••••• M••••••••• L••	Former SEC adviser	Mar 4, 2017	Oct 25, 2023	no	New Orleans, LA\|DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• W••••• M••••••••• L••	C•••••••	Oct 25, 2023	Jun 23, 2023	-124	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
134714:175112:TX:2023-10-25	Oct 25, 2023	Jun 23, 2023	DALLAS, TX	Firm change after gap

Relationships

Registered with (2)

→ C•••••••Registered adviserregistration: current employment
Jun 23, 2023 to presentfactForm ADV
→ S••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 4, 2017 to Oct 25, 2023factForm ADV

Dated events

Occurred
Oct 25, 2023
Advisor changed firm
T••• M•••••• F••••••• left S••••••• W••••• M••••••••• L•• for Captrust (registered 2023-06-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:10c86621-4ce6-7b39-1b1a-8ee8ed44af96
First observed: Mar 4, 2017
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.