DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

T••• Y••• G••••••••

Advisor at P••••••• A••••••• L••

New York, NY | BETHESDA, MD

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Search this name across graphsid dfx:ria:756ed7be-93e1-36c5-5be3-92e27287fecb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 14, 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: P••••••• A••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: May 16, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• A••••••• L••	Asset manager	Jan 10, 2024	n/a	yes	BETHESDA, MD\|New York, NY	Current employment
P••••••• A••••••• L••	Asset manager	Jun 6, 2012	Dec 31, 2023	no	BETHESDA, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	P••••••• A••••••• L••	Feb 25, 2011	Jun 6, 2012	467	Firm change after gap	Other

Relationships

Registered with (2)

→ P••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 6, 2012 to Dec 31, 2023factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Jul 14, 2000 to Feb 25, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:756ed7be-93e1-36c5-5be3-92e27287fecb
First observed: Jul 14, 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.