D•••• B••••

Advisor at T• R••• P•••• A••••••• S•••••••• I•••

Owings Mills, MD

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:8a97f9d0-b229-acf1-c5c5-a99a3b8af8ae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2010 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• R••• P•••• A••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 31, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• R••• P•••• A••••••• S•••••••• I•••	Bd affiliated wealth	Nov 12, 2021	n/a	yes	Owings Mills, MD	Current employment
A••••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Jan 24, 2017	Jul 9, 2019	no	Glen Burnie, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• F•••••••• A•••••••• L••	T• R••• P•••• A••••••• S•••••••• I•••	Jul 9, 2019	Nov 12, 2021	857	Firm change after gap	Ibd to RIA
M•• F•••••••• S•••••••• I•••	A••••••• F•••••••• A•••••••• L••	Dec 12, 2016	Jan 24, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
109524:108958:MD:2019-07-05	Jul 9, 2019	Nov 12, 2021	GLEN BURNIE, MD	Firm change after gap

Relationships

Registered with (4)

→ T• R••• P•••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 13, 2010 to Nov 9, 2010factForm ADV
→ A••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 24, 2017 to Jul 9, 2019factForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 30, 2016 to Dec 12, 2016factForm ADV
→ M•• S••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a97f9d0-b229-acf1-c5c5-a99a3b8af8ae
First observed: Apr 13, 2010
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.