DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

T•••• T••••• H••••••

Advisor at I••••••••• W••••• S••••••••• L••

CAMP HILL, PA | YORK, PA

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Search this name across graphsid dfx:ria:17bb16d6-98d4-13bb-4ff0-9bf9f8b32215

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 9, 2023 to Sep 15, 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: I••••••••• W••••• S••••••••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• W••••• S••••••••• L••	Former SEC adviser	Mar 30, 2025	n/a	yes	CAMP HILL, PA\|YORK, PA	Current employment
T•••• W•••••	Independent wealth	May 9, 2023	Apr 16, 2025	no	HARRISBURG, PA\|HIGH POINT, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• W•••••	I••••••••• W••••• S••••••••• L••	Apr 16, 2025	Mar 30, 2025	-17	Firm change	RIA to RIA

Relationships

Registered with (2)

→ I••••••••• W••••• S••••••••• L••Registered adviserregistration: current employment
Mar 30, 2025 to presentfactForm ADV
→ T•••• W•••••Registered adviserregistration: previous registration
May 9, 2023 to Apr 16, 2025factForm ADV

Dated events

Occurred
Apr 16, 2025
Advisor changed firm
T•••• T••••• H•••••• left T•••• W••••• for I••••••••• W••••• S••••••••• L•• (registered 2025-03-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:17bb16d6-98d4-13bb-4ff0-9bf9f8b32215
First observed: May 9, 2023
Last observed: Sep 15, 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.