DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

B•••• M•••••• W••••••

Advisor at T•• G••••• A•••• M••••••••• L••

Venice, FL | BRENTWOOD, TN

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Search this name across graphsid dfx:ria:297a4bcd-08ae-3d84-7692-71814010f832

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2010 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•• G••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 26, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• G••••• A•••• M••••••••• L••	Independent wealth	Jul 31, 2019	n/a	yes	BRENTWOOD, TN\|Venice, FL	Current employment
T•••••• F•••••••• P•••••••	n/a	Jul 28, 2016	Aug 9, 2019	no	NASHVILLE, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• F•••••••• P•••••••	T•• G••••• A•••• M••••••••• L••	Aug 9, 2019	Jul 31, 2019	-9	Firm change	Other
K••••• A••••••• S•••••••• L••	T•••••• F•••••••• P•••••••	Aug 8, 2016	Jul 28, 2016

Relationships

Registered with (5)

→ T•• G••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Jul 31, 2019 to presentfactForm ADV
→ T•••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Jul 28, 2016 to Aug 9, 2019factForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 20, 2016 to Aug 8, 2016factForm ADV
→ N•• A•••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:297a4bcd-08ae-3d84-7692-71814010f832
First observed: Sep 1, 2010
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.