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

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RIA / WealthAdvisor15 years in industry

T••• T• T•••

Advisor at W••••••••• W••••• M••••••••• L••

PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:25f70cfc-8e87-bba8-1306-35f0d0160e4f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 11, 2012 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: W••••••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 29, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• W••••• M••••••••• L••	State registered	Apr 7, 2022	n/a	yes	PHILADELPHIA, PA	Current employment
M••••• S••••••	Wirehouse	Aug 12, 2015	Jan 28, 2022	no	Philadelphia, PA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_T•••SFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	W••••••••• W••••• M••••••••• L••	Jan 28, 2022	Apr 7, 2022	69	Firm change	Wirehouse to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Aug 13, 2015

Relationships

Registered with (3)

→ W••••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 7, 2022 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Aug 12, 2015 to Jan 28, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 11, 2012 to Aug 13, 2015factForm ADV

Dated events

Occurred
Jan 28, 2022
Advisor changed firm
T••• T• T••• left M••••• S•••••• for W••••••••• W••••• M••••••••• L•• (registered 2022-04-07)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:25f70cfc-8e87-bba8-1306-35f0d0160e4f
First observed: Apr 11, 2012
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.