DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst30 years in industry

T•••••• C•••• C•••

Advisor at T•• C•••••• M••••••••• C•••••••••

GLEN ALLEN, VA

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Search this name across graphsid dfx:ria:2e94da55-0945-aa37-1a0f-5715d2253e51

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 14, 1996 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•• C•••••• M••••••••• C•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 13, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• C•••••• M••••••••• C•••••••••	Independent wealth	Feb 22, 2006	n/a	yes	GLEN ALLEN, VA	Current employment
B•••••••••	Mixed wealth	Jun 14, 1996	Dec 11, 2002	no	RICHMOND, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••••	T•• C•••••• M••••••••• C•••••••••	Dec 11, 2002	Feb 22, 2006	1,169	Firm change after gap	Other

Relationships

Registered with (2)

→ T•• C•••••• M••••••••• C•••••••••Registered adviserregistration: current employment
Feb 22, 2006 to presentfactForm ADV
→ B•••••••••Registered adviserregistration: previous registration
Jun 14, 1996 to Dec 11, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e94da55-0945-aa37-1a0f-5715d2253e51
First observed: Jun 14, 1996
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.