DFX Intelligence

T•• A•••••••• 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

T•• A•••••••• L••

CRD 226555

BRENTWOOD, TN

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Search this name across graphsid dfx:ria:7eedbc81-1ad4-235b-82fb-29810a7ff5ff

Data as of Nov 1, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 8
On other graphs: 0
Observed: May 5, 2015 to Nov 1, 2022
18 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: $111M••• Locked
Discretionary RAUM: $111M
Private client RAUM: $99.1Mderived••• Locked
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••••• T•••••• S••••	OWNER, DIRECTOR OF GLOBAL INVESTMENT SOLUTIONS	C	yes	04/2015	May 5, 2015	Nov 1, 2022
D••••• S•••••• W•	OWNER, DIRECTOR OF BUSINESS DEVELOPMENT	C	yes	04/2015	May 5, 2015	Nov 1, 2022

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T•• G••••• A•••• M••••••••• L••	n/a	Independent wealth	$1.5B	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Franklin	Tn	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 23, 2022

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$111M	$87.8M	26.5%	$58.0M	24.1%	12	11	1	1

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
T•• G••••• A•••• M••••••••• L••	4	Dec 31, 2022	Sep 14, 2026	BRENTWOOD, TN	Firm absorbed	RIA to RIA	80.0%

Relationships

Affiliated with (1)

→ T•• G••••• A•••• M••••••••• L••Registered adviserother investment adviser, common control
factForm ADV

Controls (5)

← M••••••• D••••• S•••••OwnerOWNER, DIRECTOR OF OPERATIONS, ownership code C, individual
May 5, 2015 to presentfactForm ADV
← W•••• J••••• N•••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 16, 2019 to presentfactForm ADV
← R•••••••• P••••••• M•OwnerOWNER, DIRECTOR OF PRACTICE MANAGEMENT, ownership code C, individual

Dated events

Occurred
Mar 3, 2023
Advisor changed firm
David J Singer left T•• A•••••••• L•• for T•• G••••• A•••• M••••••••• L•• (registered 2022-12-02)
Form ADVobserved 7 days ago
Occurred
Dec 31, 2022
Firm absorbed
T•• A•••••••• L••'s advisors moved to T•• G••••• A•••• M••••••••• L•• (Brentwood, TN): 4 of 5 registered, on the same day
Form ADVobserved 7 days ago
4 advisors
Occurred
Dec 31, 2022
Advisor changed firm
Chevonne Wrenn Farler left T•• A•••••••• L•• for T•• G••••• A•••• M••••••••• L•• (registered 2022-12-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7eedbc81-1ad4-235b-82fb-29810a7ff5ff
First observed: May 5, 2015
Last observed: Nov 1, 2022 47 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.