DFX Intelligence

T••••• V••••• L•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

T••••• V••••• L•••••

Advisor at T••• C••• P•••••• W•••••• L••

WINSTON-SALEM, NC

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Search this name across graphsid dfx:ria:14b242df-8008-649d-2495-3e3345523d00

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 31, 2012 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••• C••• P•••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••• C••• P•••••• W•••••• L••	Independent wealth	Oct 11, 2021	n/a	yes	WINSTON-SALEM, NC	Current employment
S••••• F•••••••• A•••••••• I•••	Independent wealth	Apr 20, 2018	Sep 17, 2021	no	WINSTON-SALEM, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• F•••••••• A•••••••• I•••	T••• C••• P•••••• W•••••• L••	Sep 17, 2021	Oct 11, 2021	24	Firm change	RIA to new firm
B••• S••••••••• L••	S••••• F•••••••• A•••••••• I•••	Apr 24, 2018	Apr 20, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
144978:315836:NC:2021-09-17	Sep 17, 2021	Oct 11, 2021	WINSTONSALEM, NC	Firm change

Relationships

Registered with (4)

→ T••• C••• P•••••• W•••••• L••Registered adviserregistration: current employment
Oct 11, 2021 to presentfactForm ADV
→ S••••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 20, 2018 to Sep 17, 2021factForm ADV
→ B••• S••••••••• L••Registered adviserregistration: previous registration
Jan 2, 2013 to Apr 24, 2018factForm ADV
→ S•••• • S••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14b242df-8008-649d-2495-3e3345523d00
First observed: Oct 31, 2012
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.