B•••• W•••••

Advisor at T••••••••• A••••••• I••

CINCINNATI, OH

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:5f98122e-c1f3-ca14-74ce-4075b3b3cca3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 15, 2010 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••••••••• A••••••• I••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 9, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• A••••••• I••	Asset manager	Mar 12, 2018	n/a	yes	CINCINNATI, OH	Current employment
F•••• T•••• S••••••••• I•••	Bd affiliated wealth	Apr 13, 2017	Feb 23, 2018	no	CINCINNATI, OH\|CINCINNATI, OH\|CINCINNATI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• T•••• S••••••••• I•••	T••••••••• A••••••• I••	Feb 23, 2018	Mar 12, 2018	17	Firm change	Other
T••••••••• A••••••• I••	F•••• T•••• S••••••••• I•••	Apr 4, 2017	Apr 13, 2017

Relationships

Registered with (3)

→ T••••••••• A••••••• I••Registered adviserregistration: previous registration
Apr 12, 2013 to Apr 4, 2017factForm ADV
→ F•••• T•••• S••••••••• I•••Registered adviserregistration: previous registration
Apr 13, 2017 to Feb 23, 2018factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 15, 2010 to Mar 18, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5f98122e-c1f3-ca14-74ce-4075b3b3cca3
First observed: Nov 15, 2010
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.