DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

T••• L•••• S•••••••

Advisor at T••• N•••• A•••••••• L••

DALLAS, TX

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Search this name across graphsid dfx:ria:71517505-94ff-4210-9e87-aa2cab90b74a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Jul 12, 2000 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••• N•••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••• N•••• A•••••••• L••	Independent wealth	May 9, 2017	n/a	yes	DALLAS, TX	Current employment
T••• N•••• A•••••••• L••	Independent wealth	Dec 10, 2014	Dec 31, 2016	no	DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A••••••• S•••••••• I••	T••• N•••• A•••••••• L••	Mar 18, 2015	Dec 10, 2014	-98	Firm change after gap	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C••••• A••••••• S•••••••• I••	Nov 4, 2014	Mar 12, 2010

Relationships

Registered with (7)

→ T••• N•••• A•••••••• L••Registered adviserregistration: previous registration
Dec 10, 2014 to Dec 31, 2016factForm ADV
→ C••••• A••••••• S•••••••• I••Registered adviserregistration: previous registration
Mar 12, 2010 to Mar 18, 2015factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 2, 2009 to Nov 4, 2014factForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71517505-94ff-4210-9e87-aa2cab90b74a
First observed: Jul 12, 2000
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.