P••••••• S•••••

Advisor at T•••• B••• C•••••• L••

San Francisco, CA | DALLAS, TX

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:6e139915-6834-470d-c03c-7ee6ababd300

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 13, 2020 to Sep 15, 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•••• B••• C•••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• B••• C•••••• L••	Mixed wealth	Apr 13, 2026	n/a	yes	DALLAS, TX\|San Francisco, CA	Current employment
G•••• P•••••• W••••• M•••••••••	Independent wealth	Mar 8, 2024	May 6, 2024	no	PLEASANTON, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••• P•••••• W••••• M•••••••••	T•••• B••• C•••••• L••	May 6, 2024	Apr 13, 2026	707	Firm change after gap	RIA to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	G•••• P•••••• W••••• M•••••••••	Jul 25, 2023	Mar 8, 2024

Relationships

Registered with (3)

→ T•••• B••• C•••••• L••Registered adviserregistration: current employment
Apr 13, 2026 to presentfactForm ADV
→ G•••• P•••••• W••••• M•••••••••Registered adviserregistration: previous registration
Mar 8, 2024 to May 6, 2024factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jul 13, 2020 to Jul 25, 2023factForm ADV

Dated events

Occurred
May 6, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jul 25, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6e139915-6834-470d-c03c-7ee6ababd300
First observed: Jul 13, 2020
Last observed: Sep 15, 2026 7 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.