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

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RIA / WealthAdvisor14 years in industry

T••••• R••••••••

Advisor at Q••••••••• I•••

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:69b839c5-8bd2-1d42-6078-62498d2fa95e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 15, 2012 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: Q••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 30, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Q••••••••• I•••	State registered	Aug 14, 2014	n/a	yes	SCOTTSDALE, AZ	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	May 15, 2012	May 15, 2014	no	SCOTTSDALE, AZ\|PHOENIX, AZ\|SCOTTSDALE, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Q••••••••• I•••	May 15, 2014	Aug 14, 2014	91	Firm change	Wirehouse to state RIA

Relationships

Registered with (2)

→ Q••••••••• I•••Registered adviserregistration: current employment
Aug 14, 2014 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 15, 2012 to May 15, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69b839c5-8bd2-1d42-6078-62498d2fa95e
First observed: May 15, 2012
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.