DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

D•••• W•••••• T••••••••

Advisor at T•••••••• G••••

BELLEVUE, WA

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Search this name across graphsid dfx:ria:65ed536b-301f-186c-21cb-ac025f9c66f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2013 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•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••••• G••••	Independent wealth	May 1, 2019	n/a	yes	BELLEVUE, WA	Current employment
T•••••••• W••••• A•••••••	Former SEC adviser	Oct 6, 2017	May 6, 2019	no	Bellevue, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••••• W••••• A•••••••	T•••••••• G••••	May 6, 2019	May 1, 2019	-5	Firm change	RIA to RIA
D••• D••••••• • C••	T•••••••• W••••• A•••••••	Oct 8, 2017	Oct 6, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
289738:301548:WA:2019-05-06	May 6, 2019	May 1, 2019	BELLEVUE, WA	Firm change
199:289738:WA:2017-10-08	Oct 8, 2017	Oct 6, 2017	BELLEVUE, WA	Firm change

Relationships

Registered with (3)

→ T•••••••• G••••Registered adviserregistration: current employment
May 1, 2019 to presentfactForm ADV
→ T•••••••• W••••• A•••••••Registered adviserregistration: previous registration
Oct 6, 2017 to May 6, 2019factForm ADV
→ D••• D••••••• • C••Registered adviserregistration: previous registration
Jan 11, 2013 to Oct 8, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65ed536b-301f-186c-21cb-ac025f9c66f1
First observed: Jan 11, 2013
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.