M•••• S•••••

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

VIENNA, VA | BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1d17163a-f6b7-d085-2a44-1df8da15bfe9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 9, 2004 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•••••• C••••• W••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 25, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• P•••••• C••••• W••••• L••	Bd affiliated wealth	May 7, 2026	n/a	yes	VIENNA, VA\|BOSTON, MA	Current employment
G•••• P•••• A•••••••• L••	Former SEC adviser	Apr 1, 2021	Aug 1, 2025	no	ROCKVILLE, MD\|ROCKVILLE, MD\|Bethesda, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••• P•••• A•••••••• L••	T• P•••••• C••••• W••••• L••	Aug 1, 2025	May 7, 2026	279	Firm change	Ibd to ibd
H• B•••• I•••	G•••• P•••• A•••••••• L••	Apr 1, 2021	Apr 1, 2021

Relationships

Registered with (3)

→ T• P•••••• C••••• W••••• L••Registered adviserregistration: current employment
May 7, 2026 to presentfactForm ADV
→ G•••• P•••• A•••••••• L••Registered adviserregistration: previous registration
Apr 1, 2021 to Aug 1, 2025factForm ADV
→ H• B•••• I•••Registered adviserregistration: previous registration
Jun 9, 2004 to Apr 1, 2021factForm ADV

Dated events

Occurred
Aug 1, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d17163a-f6b7-d085-2a44-1df8da15bfe9
First observed: Jun 9, 2004
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.