DFX Intelligence

T•••••• F••••• L•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

T•••••• F••••• L•••••••

Advisor at T•• F••••••••• W••••• M••••••••• L••

FRESNO, CA

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Search this name across graphsid dfx:ria:8181864b-49cf-b865-60ab-e0a885d09a62

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 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•• F••••••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 18, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• F••••••••• W••••• M••••••••• L••	State registered	Jan 8, 2026	n/a	yes	FRESNO, CA	Current employment
T•• F••••••••• W••••• M••••••••• L••	State registered	Apr 13, 2018	Dec 31, 2025	no	FRESNO, CA\|FRESNO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• S••••••••• I•••	T•• F••••••••• W••••• M••••••••• L••	Apr 10, 2018	Apr 13, 2018	3	Firm change	Ibd to state RIA
W•••••• • R•••	P•••••••• S••••••••• I•••	Aug 26, 2013	Oct 24, 2013

Relationships

Registered with (3)

→ T•• F••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 13, 2018 to Dec 31, 2025factForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Oct 24, 2013 to Apr 10, 2018factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Apr 19, 2013 to Aug 26, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8181864b-49cf-b865-60ab-e0a885d09a62
First observed: Apr 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.