DFX Intelligence

C••••• G••••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

C••••• G••••• B•••

Advisor at T•••• A•••••••• W••••• A•••••••• L••

SEWELL, NJ | Turnersville, NJ

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Search this name across graphsid dfx:ria:47a230c7-3127-9c48-77eb-4b75c672a0a1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2005 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•••• A•••••••• W••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• C•••••• M••••••••• L••	Independent wealth	Feb 21, 2019	n/a	yes	SEWELL, NJ	Current employment
T•••• A•••••••• W••••• A•••••••• L••	State registered	Feb 21, 2019	n/a	yes	Turnersville, NJ	Current employment

Relationships

Registered with (2)

→ T•••• A•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Feb 21, 2019 to presentfactForm ADV
→ T• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 21, 2019 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47a230c7-3127-9c48-77eb-4b75c672a0a1
First observed: Sep 1, 2005
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.