Y••• Y••• H••••

Advisor at T•• M••••• G••••• L••

CHICAGO, IL

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:801a0499-729e-2497-f276-e493180d7f7f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 19, 2013 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•• M••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• M••••• G••••• L••	Independent wealth	Aug 9, 2021	n/a	yes	CHICAGO, IL	Current employment
T••••••••• W••••• P•••••••	Former SEC adviser	Apr 2, 2019	Aug 5, 2021	no	Chicago, IL\|GREENWOOD, IN\|Chicago, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• W••••• P•••••••	T•• M••••• G••••• L••	Aug 5, 2021	Aug 9, 2021	4	Firm change	RIA to RIA
P•••••• V••••• L••	T••••••••• W••••• P•••••••	Apr 12, 2019	Apr 2, 2019

Relationships

Registered with (3)

→ T•• M••••• G••••• L••Registered adviserregistration: current employment
Aug 9, 2021 to presentfactForm ADV
→ T••••••••• W••••• P•••••••Registered adviserregistration: previous registration
Apr 2, 2019 to Aug 5, 2021factForm ADV
→ P•••••• V••••• L••Registered adviserregistration: previous registration
Aug 19, 2013 to Apr 12, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:801a0499-729e-2497-f276-e493180d7f7f
First observed: Aug 19, 2013
Last observed: Sep 14, 2026 9 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.