DFX Intelligence

M•••••• H••••••• C•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

M•••••• H••••••• C•••

Advisor at T•• I••••••••• A•••• M••••••••• L••

PORTLAND, OR | PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:60818b56-3230-32ff-8b75-ad792b3f9c1e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 13, 2017 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•• I••••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 20, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• I••••••••• A•••• M••••••••• L••	Independent wealth	May 15, 2023	n/a	yes	PHILADELPHIA, PA\|PORTLAND, OR	Current employment
O•••• P•••••••• S••••••••• L••	Bd affiliated wealth	Jan 17, 2023	Apr 10, 2023	no	Berwyn, PA\|OMAHA, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• P•••••••• S••••••••• L••	T•• I••••••••• A•••• M••••••••• L••	Apr 10, 2023	May 15, 2023	35	Firm change	Ibd to RIA
O•••• P•••••••• S••••••••• L••	O•••• P•••••••• S••••••••• L••	Jan 6, 2023	Jan 17, 2023

Relationships

Registered with (4)

→ T•• I••••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
May 15, 2023 to presentfactForm ADV
→ O•••• P•••••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 17, 2023 to Apr 10, 2023factForm ADV
→ O•••• P•••••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 10, 2022 to Jan 6, 2023factForm ADV
→ B•••••• C•••••• I••

Dated events

Occurred
Apr 10, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60818b56-3230-32ff-8b75-ad792b3f9c1e
First observed: Jan 13, 2017
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.