DFX Intelligence

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

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RIA / WealthAdvisor35 years in industry

M•••• M•••••••• M••••

Advisor at T•• P•••••• F•••••••• G••••• I•••

NASHVILLE, TN | BELLEVUE, WA

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Search this name across graphsid dfx:ria:1b529689-2eb2-1c32-e289-723512fdaa3e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 7, 2022 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•• P•••••• F•••••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 29derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• F•••••••• G••••• L••	Asset manager	Sep 21, 2022	n/a	yes	NASHVILLE, TN	Current employment
T•• P•••••• F•••••••• G••••• I•••	Independent wealth	May 15, 1997	n/a	yes	BELLEVUE, WA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••	n/a	Apr 30, 2026	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (3)

→ P•••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Sep 21, 2022 to presentfactForm ADV
→ T•• P•••••• F•••••••• G••••• I•••Registered adviserregistration: current employment
May 15, 1997 to presentfactForm ADV
→ P•••••••Registered adviserregistration: previous registration
Oct 7, 2022 to Apr 30, 2026factForm ADV

Dated events

Occurred
Apr 30, 2026
Advisor departed, no destination yet
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b529689-2eb2-1c32-e289-723512fdaa3e
First observed: Oct 7, 2022
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.