DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

B•••• A• W••••••••

Advisor at T• R••• P•••• A••••••••• I•••

Aurora, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 5, 2013 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• R••• P•••• A••••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jul 12, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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• R••• P•••• A••••••••• I•••	Asset manager	Nov 12, 2025	n/a	yes	Aurora, OH	Current employment
B••••••• H•••• A••••••••• L••	n/a	Aug 4, 2015	Feb 26, 2016	no	BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• H•••• A••••••••• L••	T• R••• P•••• A••••••••• I•••	Feb 26, 2016	Nov 12, 2025	3,547	Firm change after gap	Other
E•••• V•••• M•••••••••	B••••••• H•••• A••••••••• L••	Jul 7, 2015	Aug 4, 2015

Relationships

Registered with (3)

→ T• R••• P•••• A••••••••• I•••Registered adviserregistration: current employment
Nov 12, 2025 to presentfactForm ADV
→ B••••••• H•••• A••••••••• L••Registered adviserregistration: previous registration
Aug 4, 2015 to Feb 26, 2016factForm ADV
→ E•••• V•••• M•••••••••Registered adviserregistration: previous registration
Aug 5, 2013 to Jul 7, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 5, 2013
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.