DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

P•••• T••••••• L•••••

Advisor at T•• C•••••• G••••• L••

Bluffton, SC | BOISE, ID

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Search this name across graphsid dfx:ria:36ed6974-fc11-7d63-e9e3-69a6709b3bac

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 16, 2018 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•• C•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 3, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• C•••••• G••••• L••	Independent wealth	May 22, 2024	n/a	yes	Bluffton, SC\|BOISE, ID	Current employment
G••• S••••• C••••••• L••	Former SEC adviser	Oct 16, 2018	May 22, 2024	no	CHICAGO, IL\|Bluffton, SC\|CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••• S••••• C••••••• L••	T•• C•••••• G••••• L••	May 22, 2024	May 22, 2024	0	Firm change	RIA to RIA

Relationships

Registered with (2)

→ T•• C•••••• G••••• L••Registered adviserregistration: current employment
May 22, 2024 to presentfactForm ADV
→ G••• S••••• C••••••• L••Registered adviserregistration: previous registration
Oct 16, 2018 to May 22, 2024factForm ADV

Dated events

Occurred
May 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36ed6974-fc11-7d63-e9e3-69a6709b3bac
First observed: Oct 16, 2018
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.