DFX Intelligence

T•• T••••• G••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

T•• T••••• G••••• L••

CRD 327747

LIBERTYVILLE, IL

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Search this name across graphsid dfx:ria:2086640d-0b04-d92b-a681-578d9a9427f7

Data as of Nov 20, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 8
On other graphs: 0
Observed: Jul 19, 2023 to Nov 20, 2023
4 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
8••• I••	HOLDING COMPANY	E	yes	07/2023	Nov 13, 2023	Nov 20, 2023
B•••••••• J••••• T•	CHIEF COMPLIANCE OFFICER	Na	yes	07/2023	Jul 19, 2023	Nov 20, 2023

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	3	0	1	3

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
H•••••• I••••••••• I•••	2	Jul 8, 2026	Oct 29, 2025	LIBERTYVILLE, IL	Team lift out	Other	50.0%

Relationships

Affiliated with (1)

← T••••• INTELLIGENT INVESTING, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← T•••••• R•••• R••••••OwnerOWNER, ownership code E, individual
Nov 13, 2023 to presentfactForm ADV
← B•••••••• J••••• T•OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 19, 2023 to presentfactForm ADV
← 8••• I••OwnerHOLDING COMPANY, ownership code E, domestic entity

Dated events

Occurred
Jul 8, 2026
Team lift-out
2 advisors left T•• T••••• G••••• L•• (Libertyville, IL) for H•••••• I••••••••• I••• on the same day
Form ADVobserved 7 days ago
2 advisors
Occurred
Jul 8, 2026
Advisor departed, no destination yet
Roch Richard Tranel no longer registered at T•• T••••• G••••• L••; no later IA registration on IAPD
Form ADVobserved 7 days ago
Occurred
Jul 8, 2026
Advisor changed firm
Tyler James Braun left T•• T••••• G••••• L•• for H•••••• I••••••••• I••• (registered 2025-09-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2086640d-0b04-d92b-a681-578d9a9427f7
First observed: Jul 19, 2023
Last observed: Nov 20, 2023 34 months ago
Source families: Federal regulator filings
3 registered feeds 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.