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.

Current firm

TFC FINANCIAL MANAGEMENT INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Mar 17, 2021

Dual registered

no

Other names

Toni Giorgio|Toni Grimm|Antonette Maria Giorgio|Antonette Grimm

IAPD individual key

7350079

Graph

RIA / Wealth Management

Canonical id

dfx:ria:41a8823a-dfa8-8bc2-acac-c9c5f3f610d3

First observed

Mar 17, 2021

Last observed

Sep 14, 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.