DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

C••••• T•••• L••••••

Advisor at T•• F•••••••• A•••••••

Mountain Home, AR | GREENVILLE, SC

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Search this name across graphsid dfx:ria:378e0e56-62c9-f367-53eb-4dfde71cff4b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 7, 2024 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•• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• F•••••••• A•••••••	Independent wealth	Jan 29, 2026	n/a	yes	GREENVILLE, SC\|Mountain Home, AR	Current employment
F••••••••• C••••••	Independent wealth	Oct 15, 2025	Jan 27, 2026	no	Benton, AR\|LAS VEGAS, NV

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••••• C••••••	T•• F•••••••• A•••••••	Jan 27, 2026	Jan 29, 2026	2	Firm change	RIA to RIA
T•• F•••••••• A•••••••	F••••••••• C••••••	Oct 6, 2025	Oct 15, 2025

Relationships

Registered with (2)

→ T•• F•••••••• A•••••••Registered adviserregistration: previous registration
Nov 7, 2024 to Oct 6, 2025factForm ADV
→ F••••••••• C••••••Registered adviserregistration: previous registration
Oct 15, 2025 to Jan 27, 2026factForm ADV

Dated events

Occurred
Jan 27, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Oct 6, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:378e0e56-62c9-f367-53eb-4dfde71cff4b
First observed: Nov 7, 2024
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.