DFX Intelligence

P•••• I••••• C••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

P•••• I••••• C••••••• L••

CRD 310733

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Search this name across graphsid dfx:ria:72684360-d844-a6d3-a18b-f3a3015151cd

Data as of Jan 29, 2021 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 29, 2021 to Jan 29, 2021
1 observations

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $103M••• Locked
Discretionary RAUM: $103M
Private client RAUM: $4.7Mderived••• Locked
Private client share: 5%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
T••••••• A••••••• S•••••	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	08/2020	Jan 29, 2021	Jan 29, 2021

Relationships

Controls (1)

← T••••••• A••••••• S•••••OwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 29, 2021 to presentfactForm ADV

Registered with (1)

← Anthony S TursichAdvisorregistration: previous registration
Oct 2, 2020 to Sep 22, 2021factForm ADV

Dated events

Occurred
Jan 29, 2021
First Form ADV filing
P•••• I••••• C••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:72684360-d844-a6d3-a18b-f3a3015151cd
First observed: Jan 29, 2021
Last observed: Jan 29, 2021 68 months ago
Source families: Federal regulator filings
3 registered feeds 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.