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T•• P••••••• F•••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

T•• P••••••• F•••••••• G••••

CRD 164395

ROCKVILLE CENTRE, NY

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:7c94f3c6-fd7b-bf02-326d-f47cc3291a43

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 54
Dated events: 11
On other graphs: 0
Observed: Oct 23, 2012 to Mar 30, 2026
56 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: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=39.0
Regulatory AUM: $1.4BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.4B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 43
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 43

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
G•••• S• S••••••	n/a	ROCKVILLE CENTRE, NY	12	27	n/a	yes
F••••• J•••••••	n/a	DARIEN, CT \| ROCKVILLE CENTRE, NY	12

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E•••••••• J•••••• D•••••	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	10/2012	Mar 30, 2026	Mar 30, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Melville	NY	United States	5	no
Huntington	NY	United States	4	no
Darien	Ct	United States	2	no
Melville	NY	United States	2	no
Cary	Nc

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	1	3	2.3%	1	0	0	8	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$1.2B	16.9%	$802M	20.0%	54	54	6	6

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
P••••••• F•••••••• S••••••• L••	5	Dec 31, 2021	Dec 22, 2021	MELVILLE, NY	Team lift out	RIA to RIA	12.5%

Relationships

Registered with (52)

← P••• J••••• C••••••Advisorregistration: current employment
Aug 23, 2026 to presentfactForm ADV
← S•••••• R••••• F•••••••••Advisorregistration: current employment
Aug 23, 2026 to presentfactForm ADV
← J••••• TYLER E•••••••Advisorregistration: current employment
Aug 23, 2026 to presentfactForm ADV
← Xhordi Xhokola

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 12, 2026
Advisor changed firm
Theodore Richard Agrillo left T•• P••••••• F•••••••• G•••• for Cwm, Llc (registered 2026-03-11)
Form ADVobserved 7 days ago
Occurred
Oct 16, 2024
Advisor changed firm
Michael Robert Molitoris left T•• P••••••• F•••••••• G•••• for Flagship Wealth Management Group, Llc (registered 2024-10-17)
Form ADVobserved 7 days ago
Occurred
Mar 28, 2024
Regulatory AUM changed
T•• P••••••• F•••••••• G•••• reported RAUM $1.2B, up 50% from $801.5M (2023-04-05 to 2024-03-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c94f3c6-fd7b-bf02-326d-f47cc3291a43
First observed: Oct 23, 2012
Last observed: Mar 30, 2026 5 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.