DFX Intelligence

T•••• N••••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

T•••• N••••••• B••••

Advisor at T••••••••• W••••• M•••••••••

••• Locked

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Search this name across graphsid dfx:ria:5a9c28ad-8804-5fe6-ff46-c27231108525

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 10, 2014 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••••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• W••••• M•••••••••	Independent wealth	Dec 18, 2025	n/a	yes	Miami, FL\|CARMEL BY THE SEA, CA	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Jun 14, 2024	Dec 22, 2025	no	SOUTH BOSTON, MA\|Miami, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	T••••••••• W••••• M•••••••••	Dec 22, 2025	Dec 18, 2025	-4	Firm change	Ibd to RIA
S••••••••• A•••••• A•••••••• I•••	O•••• W•••••• I•••	Jun 14, 2024	Jun 14, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:314816:FL:2025-12-08	Dec 22, 2025	Dec 18, 2025	MIAMI, FL	Firm change
108604:109011:FL:2017-01-03	Jan 3, 2017	Jan 10, 2017	MIAMI, FL	Firm change

Relationships

Registered with (5)

→ T••••••••• W••••• M•••••••••Registered adviserregistration: current employment
Dec 18, 2025 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Jun 14, 2024 to Dec 22, 2025factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 17, 2020 to Jun 14, 2024factForm ADV
→ I••••••••• A••••••• S••••••• I••

Dated events

Occurred
Dec 22, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a9c28ad-8804-5fe6-ff46-c27231108525
First observed: Mar 10, 2014
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.