DFX Intelligence

K••••••• M•••• G••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

K••••••• M•••• G••••

Advisor at T•••••• F•••••••• A••••••• L••

COLUMBUS, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 18, 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: T•••••• F•••••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
T•••••• F•••••••• A••••••• L••	Independent wealth	May 10, 2022	n/a	yes	COLUMBUS, OH	Current employment
T••••••• I••••••••• M••••••••• I•••	Bd affiliated wealth	Nov 18, 2019	May 10, 2022	no	Camp Hill, PA\|Worthington, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• I••••••••• M••••••••• I•••	T•••••• F•••••••• A••••••• L••	May 10, 2022	May 10, 2022	0	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ T•••••• F•••••••• A••••••• L••Registered adviserregistration: current employment
May 10, 2022 to presentfactForm ADV
→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Nov 18, 2019 to May 10, 2022factForm ADV

Dated events

Occurred
May 10, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 18, 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.