E•••• A• F•••••

Advisor at T•• M••••• G••••• L••

Houston, TX | CHICAGO, IL

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:1fc14d4b-42d0-29bf-ca8b-ed5181a5029c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 19, 2017 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•• M••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• M••••• G••••• L••	Independent wealth	Aug 6, 2020	n/a	yes	Houston, TX\|CHICAGO, IL	Current employment
E•••••••	Independent wealth	Jun 18, 2019	Dec 13, 2019	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••	T•• M••••• G••••• L••	Dec 13, 2019	Aug 6, 2020	237	Firm change	RIA to RIA
M••••• W••••• M••••••••• L••	E•••••••	May 16, 2019	Jun 18, 2019

Relationships

Registered with (3)

→ T•• M••••• G••••• L••Registered adviserregistration: current employment
Aug 6, 2020 to presentfactForm ADV
→ E•••••••Registered adviserregistration: previous registration
Jun 18, 2019 to Dec 13, 2019factForm ADV
→ M••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 19, 2017 to May 16, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fc14d4b-42d0-29bf-ca8b-ed5181a5029c
First observed: Oct 19, 2017
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.