DFX Intelligence

T•••• M•••• K•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

T•••• M•••• K•••••

Advisor at C••••••• P•••••••• I•••

NEW YORK, NY | Lithia, FL

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Search this name across graphsid dfx:ria:5dc36b20-8b9a-1bb3-1f03-786670865fc8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 31, 2020 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: C••••••• P•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••• I•••	Independent wealth	Jan 30, 2024	n/a	yes	NEW YORK, NY\|Lithia, FL	Current employment
C••••••• A••••••• N••••••• L••	Independent wealth	Jan 31, 2020	Jul 14, 2022	no	Aliso Viejo, CA\|ALISO VIEJO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• A••••••• N••••••• L••	C••••••• P•••••••• I•••	Jul 14, 2022	Jan 30, 2024	565	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ C••••••• P•••••••• I•••Registered adviserregistration: current employment
Jan 30, 2024 to presentfactForm ADV
→ C••••••• A••••••• N••••••• L••Registered adviserregistration: previous registration
Jan 31, 2020 to Jul 14, 2022factForm ADV

Dated events

Occurred
Jul 14, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5dc36b20-8b9a-1bb3-1f03-786670865fc8
First observed: Jan 31, 2020
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.