DFX Intelligence

A••••• E•••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

A••••• E•••• B•••••

Advisor at T•• T••••• F•••••••• P•••••••

OAK PARK, IL

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Search this name across graphsid dfx:ria:4882b345-66c5-61bc-4f83-a313f59518fc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 11, 2016 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•• T••••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• T••••• F•••••••• P•••••••	State registered	Oct 8, 2024	n/a	yes	OAK PARK, IL	Current employment
T•• P••••••• C•••••• I•••	Independent wealth	Nov 20, 2020	Oct 18, 2024	no	CHICAGO, IL\|MOLINE, IL\|Chicago, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• P••••••• C•••••• I•••	T•• T••••• F•••••••• P•••••••	Oct 18, 2024	Oct 8, 2024	-10	Firm change	RIA to state RIA
A••••• A•• P••••••• S•••••••	T•• P••••••• C•••••• I•••	Nov 13, 2020	Nov 20, 2020

Relationships

Registered with (4)

→ T•• T••••• F•••••••• P•••••••Registered adviserregistration: current employment
Oct 8, 2024 to presentfactForm ADV
→ T•• P••••••• C•••••• I•••Registered adviserregistration: previous registration
Nov 20, 2020 to Oct 18, 2024factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Oct 24, 2017 to Nov 13, 2020factForm ADV
→ S•••••••• A••••••• L••

Dated events

Occurred
Oct 18, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4882b345-66c5-61bc-4f83-a313f59518fc
First observed: Mar 11, 2016
Last observed: Sep 14, 2026 9 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.