DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

V•••• C• R•••••

Advisor at T• R••• P•••• A••••••• S•••••••• I•••

Owings Mills, MD

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Search this name across graphsid dfx:ria:33e64ce7-b6a6-6da7-f25b-58d6d14f0693

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 14, 2020 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• R••• P•••• A••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• R••• P•••• A••••••• S•••••••• I•••	Bd affiliated wealth	May 30, 2023	n/a	yes	Owings Mills, MD	Current employment
O•••• F•• I•••	Former SEC adviser	Aug 14, 2020	Apr 26, 2023	no	HUNT VALLEY, MD\|HUNT VALLEY, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• F•• I•••	T• R••• P•••• A••••••• S•••••••• I•••	Apr 26, 2023	May 30, 2023	34	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ T• R••• P•••• A••••••• S•••••••• I•••Registered adviserregistration: current employment
May 30, 2023 to presentfactForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Aug 14, 2020 to Apr 26, 2023factForm ADV

Dated events

Occurred
Apr 26, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:33e64ce7-b6a6-6da7-f25b-58d6d14f0693
First observed: Aug 14, 2020
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.