DFX Intelligence

E••• R••••• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)10 years in industry

E••• R••••• F•••••••

Advisor at T•• B•••••• G•••• W••••• A•••••••• L••

Bethesda, MD | TAMPA, FL

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Search this name across graphsid dfx:ria:2e7d8f72-2e6c-32ae-f0b1-170c897c6edf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 19, 2022 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•• B•••••• G•••• W••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• B•••••• G•••• W••••• A•••••••• L••	Other adviser	Oct 9, 2024	n/a	yes	Bethesda, MD\|TAMPA, FL	Current employment
T•• C•••••• G•••• I••••••••• A••••••• S•••••••• L••	Former SEC adviser	Jan 19, 2022	Oct 5, 2024	no	BETHESDA, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• C•••••• G•••• I••••••••• A••••••• S•••••••• L••	T•• B•••••• G•••• W••••• A•••••••• L••	Oct 5, 2024	Oct 9, 2024	4	Channel change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
169727:312284:MD:2024-10-04	Oct 5, 2024	Oct 9, 2024	BETHESDA, MD	Firm change

Relationships

Registered with (2)

→ T•• B•••••• G•••• W••••• A•••••••• L••Registered adviserregistration: current employment
Oct 9, 2024 to presentfactForm ADV
→ T•• C•••••• G•••• I••••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 19, 2022 to Oct 5, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e7d8f72-2e6c-32ae-f0b1-170c897c6edf
First observed: Jan 19, 2022
Last observed: Sep 15, 2026 7 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.