DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

G•••• G• M••

Advisor at T• R••• P•••• A••••••• S•••••••• I•••

Owings Mills, MD

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Search this name across graphsid dfx:ria:1f99cee0-4907-4681-3cf6-311ccc9d06a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 21, 2007 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• R••• P•••• A••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 21, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• R••• P•••• A••••••• S•••••••• I•••	Bd affiliated wealth	Aug 12, 2026	n/a	yes	Owings Mills, MD	Current employment
S•••••••• A••••••• L••	National bd RIA	Mar 31, 2025	Jul 7, 2026	no	TOWSON, MD\|TOWSON, MD\|BALTIMORE, MD\|BALTIMORE, MD\|BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	T• R••• P•••• A••••••• S•••••••• I•••	Jul 7, 2026	Aug 12, 2026	36	Firm change	Ibd to ibd
F••••••• P••••••• A•• W•••••••• A•••••••	S•••••••• A••••••• L••	Mar 31, 2025	Mar 31, 2025

Relationships

Registered with (5)

→ T• R••• P•••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 21, 2007 to Feb 4, 2008factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 31, 2025 to Jul 7, 2026factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Sep 2, 2020 to Mar 31, 2025factForm ADV
→ C••••• D•••• A•••• M•••••••••

Dated events

Occurred
Jul 7, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f99cee0-4907-4681-3cf6-311ccc9d06a6
First observed: Aug 21, 2007
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.