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.

Current firm

TOLLESON PRIVATE WEALTH MANAGEMENT

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 7, 2018

First registration

Mar 9, 2018

Dual registered

no

IAPD individual key

5942984

• Occurred

  Jan 19, 2022
  Advisor changed firm

  Pallavi Srivastava left View Capital Ria, Lp for Tolleson Private Wealth Management (registered 2024-10-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:10d0cbe2-721b-7b6a-c9df-d204ed14daa1

First observed

Mar 9, 2018

Last observed

Sep 14, 2026 7 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.