B••••• H••••

Advisor at T••••••• A•••••• N••••••• L••

Fairview, TX | MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:56d71a11-f58d-a971-ad1a-2c326812820c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2018 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•••••• N••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 22, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• A•••••• N••••••• L••	Bd affiliated wealth	Oct 22, 2021	n/a	yes	MINNEAPOLIS, MN\|Fairview, TX	Current employment
W•••• F•••• A•••••••	Wirehouse	Aug 23, 2021	Oct 20, 2021	no	IRVING, TX\|ST. LOUIS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	T••••••• A•••••• N••••••• L••	Oct 20, 2021	Oct 22, 2021	2	Firm change	Wirehouse to ibd
C•••••• S••••• • C••• I•••	W•••• F•••• A•••••••	May 18, 2021	Aug 23, 2021

Relationships

Registered with (7)

→ T••••••• A•••••• N••••••• L••Registered adviserregistration: current employment
Oct 22, 2021 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 23, 2021 to Oct 20, 2021factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Apr 13, 2021 to May 18, 2021factForm ADV
→ B•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:56d71a11-f58d-a971-ad1a-2c326812820c
First observed: Mar 18, 2018
Last observed: Sep 15, 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.