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T••••• G•••• M•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst19 years in industry

T••••• G•••• M•••••••

Advisor at T•• L••••• C•••••• O• V•••••••

RICHMOND, VA

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Search this name across graphsid dfx:ria:4371d50a-fdda-ef07-bde3-3018ded95236

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 16, 2007 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•• L••••• C•••••• O• V•••••••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 14, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T•• L••••• C•••••• O• V•••••••	Mixed wealth	Feb 1, 2018	n/a	yes	RICHMOND, VA	Current employment
D•••••••• • C•••••• L••	Bd affiliated wealth	Jun 4, 2013	Mar 28, 2014	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••••• • C•••••• L••	T•• L••••• C•••••• O• V•••••••	Mar 28, 2014	Feb 1, 2018	1,406	Firm change after gap	Other
W•••• F•••• A•••••••	D•••••••• • C•••••• L••	Jul 19, 2011

Relationships

Registered with (4)

→ T•• L••••• C•••••• O• V•••••••Registered adviserregistration: current employment
Feb 1, 2018 to presentfactForm ADV
→ D•••••••• • C•••••• L••Registered adviserregistration: previous registration
Jun 4, 2013 to Mar 28, 2014factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 1, 2008 to Jul 19, 2011factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4371d50a-fdda-ef07-bde3-3018ded95236
First observed: Jul 16, 2007
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.