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

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RIA / WealthAdvisor11 years in industry

N•••••• R••••••••

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

MIAMI, FL

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Search this name across graphsid dfx:ria:2ea6692e-43ef-cb7a-8b8e-77fab67d8099

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 23, 2015 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•••••• A•••• 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: Mar 24, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom 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
T•••••• A•••• M••••••••• L••	State registered	Nov 25, 2020	n/a	yes	MIAMI, FL	Current employment
T• P•••••• C••••• W••••• L••	Bd affiliated wealth	Apr 29, 2019	Sep 30, 2020	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T• P•••••• C••••• W••••• L••	T•••••• A•••• M••••••••• L••	Sep 30, 2020	Nov 25, 2020	56	Firm change	Ibd to state RIA
S•••••••• S•••••••••	T• P•••••• C••••• W••••• L••	Apr 3, 2019

Relationships

Registered with (4)

→ T•••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Nov 25, 2020 to presentfactForm ADV
→ T• P•••••• C••••• W••••• L••Registered adviserregistration: previous registration
Apr 29, 2019 to Sep 30, 2020factForm ADV
→ S•••••••• S•••••••••Registered adviserregistration: previous registration
Apr 4, 2017 to Apr 3, 2019factForm ADV
→ M•• I••••••••• A••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ea6692e-43ef-cb7a-8b8e-77fab67d8099
First observed: Sep 23, 2015
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.