DFX Intelligence

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

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RIA / WealthAdvisor34 years in industry

D•••• N•• B••••••••

Advisor at T•• A••••• G•••••

FORT WORTH, TX | NEW YORK, NY

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Search this name across graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 2
Observed: Apr 21, 2008 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

D•••• N•• B••••••••

Private equity principal · key_crd_individual, shared_individual_crd

Venture Capitalidentity

D•••• N•• B••••••••

Venture principal · key_crd_individual, shared_individual_crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: T•• A••••• G•••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• A••••• G•••••	Asset manager	May 8, 2024	n/a	yes	NEW YORK, NY	Current employment
T•• S•••••••• A•••••••	Asset manager	Apr 5, 2021	n/a	yes	FORT WORTH, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• P•• A•••••••• L••	T•• A••••• G•••••	Nov 4, 2025	May 8, 2024	-545	Firm change after gap	Other
T•• P•• A•••••••• L••	T•• C•••••• A•••••••• L••	Dec 31, 2021	Jun 18, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
155006:159014:TX:2020-12-10	Dec 10, 2020	Nov 23, 2011	DALLAS, TX	Firm change after gap

Relationships

Registered with (10)

→ T•• A••••• G•••••Registered adviserregistration: current employment
May 8, 2024 to presentfactForm ADV
→ T•• S•••••••• A•••••••Registered adviserregistration: current employment
Apr 5, 2021 to presentfactForm ADV
→ T•• G••••• A•••••••• L••Registered adviserregistration: current employment
Jun 18, 2019 to presentfactForm ADV
→ T•• C•••••• A•••••••• L••

Dated events

Order

Occurred
4 Nov 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 21, 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.