DFX Intelligence
Reading the graph
Reading the graph
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Advisor at T••••• C•••••• M••••••••• L••
••• Locked
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| M••••• G••••• A••••••• I••• | Independent wealth | Jun 3, 2025 | n/a | yes | DENVER, CO|Hunt Valley, MD | Current employment |
| T••••• C•••••• M••••••••• L•• | Independent wealth | Jan 13, 2023 | n/a | yes | HUNT VALLEY, MD | Current employment |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | T••••• C•••••• M••••••••• L•• | Jun 28, 2011 | Jul 15, 2011 | 17 | Firm change | Other |
| C•••••••• G••••• M•••••• I••• | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Oct 9, 2008 |
| T••••• C•••••• M••••••••• L•• | Independent wealth | Jul 15, 2011 | Dec 31, 2022 | no | HUNT VALLEY, MD | Previous registration |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Sep 29, 2008 | Jun 28, 2011 | no | COLUMBIA, MD | Previous registration |
| C•••••••• G••••• M•••••• I••• | Bd affiliated wealth | Feb 17, 2006 | Oct 9, 2008 | no | COLUMBIA, MD|BALTIMORE, MD | Previous registration |
| W••••••••• T•••• I••••••••• A•••••••• I••• | Other adviser | Feb 21, 2001 | Aug 2, 2006 | no | BALTIMORE, MD | Previous registration |
| -10 |
| Firm change |
| Other |
| W••••••••• T•••• I••••••••• A•••••••• I••• | C•••••••• G••••• M•••••• I••• | Aug 2, 2006 | Feb 17, 2006 | -166 | Firm change after gap | Other |