DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

T••••• M••••• W•••••••

Advisor at C••••••••• P••••••• G••••

FAIRFIELD, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 30, 2019 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: C••••••••• P••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• P••••••• G••••	Independent wealth	Sep 22, 2022	n/a	yes	FAIRFIELD, NJ	Current employment
E•••• S••••••••• L••	Bd affiliated wealth	Jul 30, 2019	Dec 19, 2022	no	EDISON, NJ\|STATEN ISLAND, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• S••••••••• L••	C••••••••• P••••••• G••••	Dec 19, 2022	Sep 22, 2022	-88	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ C••••••••• P••••••• G••••Registered adviserregistration: current employment
Sep 22, 2022 to presentfactForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Jul 30, 2019 to Dec 19, 2022factForm ADV

Dated events

Order

Occurred
19 Dec 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 30, 2019
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.