Y• Z••••

Advisor at T••••••••• A•••••••• L••

King of Prussia, PA

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 15, 2024 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•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• A•••••••• L••	Independent wealth	Mar 25, 2026	n/a	yes	King of Prussia, PA	Current employment
S•• G••••• L••	Former SEC adviser	Apr 15, 2024	Mar 28, 2025	no	KING OF PRUSSIA, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• G••••• L••	T••••••••• A•••••••• L••	Mar 28, 2025	Mar 25, 2026	362	Firm change	RIA to RIA

Relationships

Registered with (2)

→ T••••••••• A•••••••• L••Registered adviserregistration: current employment
Mar 25, 2026 to presentfactForm ADV
→ S•• G••••• L••Registered adviserregistration: previous registration
Apr 15, 2024 to Mar 28, 2025factForm ADV

Dated events

Order

Occurred
28 Mar 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 15, 2024
Last observed: Sep 14, 2026 9 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.