M••• C• S••••

Advisor at T•• A•••• M••••••••• L••

UPPER ARLINGTON, OH | Dublin, 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:68396f39-f8ce-9cac-5f89-9b09e9f2632e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 10, 1999 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•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• A•••• M••••••••• L••	Independent wealth	Jan 20, 2017	n/a	yes	Dublin, OH\|UPPER ARLINGTON, OH	Current employment
T•••••••• C•••••• M••••••••• L••	n/a	Dec 8, 2015	Jan 13, 2017	no	Dublin, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••••• C•••••• M••••••••• L••	T•• A•••• M••••••••• L••	Jan 13, 2017	Jan 20, 2017	7	Firm change	Other
S••••• A••••••• I•••	T•••••••• C•••••• M••••••••• L••	Dec 14, 2015	Dec 8, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
159431:286037:OH:2017-01-13	Jan 13, 2017	Jan 20, 2017	DUBLIN, OH	Firm change

Relationships

Registered with (5)

→ T•• A•••• M••••••••• L••Registered adviserregistration: current employment
Jan 20, 2017 to presentfactForm ADV
→ T•••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 8, 2015 to Jan 13, 2017factForm ADV
→ S••••• A••••••• I•••Registered adviserregistration: previous registration
Jan 30, 2015 to Dec 14, 2015factForm ADV
→ S••••• A••• I••••••••• A•••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68396f39-f8ce-9cac-5f89-9b09e9f2632e
First observed: Dec 10, 1999
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.