L••• Z•••• F••

Advisor at T••••••• I••••••••• M••••••••• I•••

Maineville, OH | Cincinnati, OH

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:2a924b29-181e-ccbe-65a6-d5fd9ba71429

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 16, 2008 to Sep 15, 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••••••• I••••••••• M••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• I••••••••• M••••••••• I•••	Bd affiliated wealth	Sep 14, 2021	n/a	yes	Cincinnati, OH\|Maineville, OH	Current employment
V•••••• F•••••••• P•••••••• L••	Former SEC adviser	Aug 18, 2021	Sep 10, 2021	no	ELM GROVE, WI\|LOVELAND, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• F•••••••• P•••••••• L••	T••••••• I••••••••• M••••••••• I•••	Sep 10, 2021	Sep 14, 2021	4	Firm change	Other
T••••••• A•••••• N••••••• L••	V•••••• F•••••••• P•••••••• L••	Aug 19, 2021	Aug 18, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
304569:315828:MN:2021-08-19	Aug 19, 2021	Aug 18, 2021	MINNEAPOLIS, MN	Firm change

Relationships

Registered with (3)

→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Apr 16, 2008 to May 4, 2020factForm ADV
→ V•••••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Aug 18, 2021 to Sep 10, 2021factForm ADV
→ T••••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
May 7, 2020 to Aug 19, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a924b29-181e-ccbe-65a6-d5fd9ba71429
First observed: Apr 16, 2008
Last observed: Sep 15, 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.