DFX Intelligence
Reading the graph
Reading the graph
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Advisor at T• R••• P•••• A••••••• S•••••••• I•••
Owings Mills, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| T• R••• P•••• A••••••• S•••••••• I••• | Bd affiliated wealth | Sep 15, 2026 | n/a | yes | Owings Mills, MD | Current employment |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Feb 21, 2024 | Jun 24, 2026 | no | Atlanta, GA|Columbia, MD|Baltimore, MD |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| A••••••••• F•••••••• S•••••••• L•• | T• R••• P•••• A••••••• S•••••••• I••• | Jun 24, 2026 | Sep 15, 2026 | 83 | Firm change | Ibd to ibd |
| P•••• S••••••••• L•• | A••••••••• F•••••••• S•••••••• L•• | Jan 23, 2024 | Feb 21, 2024 |
| P•••• S••••••••• L•• | No RAUM reported | Nov 13, 2023 | Jan 23, 2024 | no | Baltimore, MD|Hunt Valley, MD | Previous registration |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Apr 9, 2012 | Nov 18, 2023 | no | TOWSON, MD | Previous registration |
| M••••• S•••••• | Wirehouse | Sep 20, 2010 | Apr 12, 2012 | no | BALTIMORE, MD | Previous registration |
| W•••• F•••• A••••••• | Wirehouse | Apr 29, 2009 | Sep 3, 2010 | no | HUNT VALLEY, MD | Previous registration |
| C•••••••• G••••• M•••••• I••• | Bd affiliated wealth | Mar 5, 2007 | Apr 1, 2009 | no | HUNT VALLEY, MD | Previous registration |
| 29 |
| Firm change |
| Ibd to ibd |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | P•••• S••••••••• L•• | Nov 18, 2023 | Nov 13, 2023 | -5 | Firm change | Wirehouse to ibd |
| M••••• S•••••• | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Apr 12, 2012 | Apr 9, 2012 | -3 | Firm change | Wirehouse to wirehouse |
| W•••• F•••• A••••••• | M••••• S•••••• | Sep 3, 2010 | Sep 20, 2010 | 17 | Firm change | Wirehouse to wirehouse |
| C•••••••• G••••• M•••••• I••• | W•••• F•••• A••••••• | Apr 1, 2009 | Apr 29, 2009 | 28 | Firm change | Other |