DFX Intelligence

T•••••• A••• K••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor28 years in industry

T•••••• A••• K••••

Advisor at D••••••

PHOENIX, AZ | Chandler, AZ

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Search this name across graphsid dfx:ria:8bbaa5de-0572-126f-7f83-3b182dbaf1d6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 30, 2003 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: D••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 11, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••••	Independent wealth	Feb 27, 2023	n/a	yes	Chandler, AZ\|PHOENIX, AZ	Current employment
A•••• A•••• M••••••••• L••	Former SEC adviser	Dec 9, 2020	Feb 23, 2023	no	SCOTTSDALE, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• A•••• M••••••••• L••	D••••••	Feb 23, 2023	Feb 27, 2023	4	Firm change	RIA to RIA
D••••••	A•••• A•••• M••••••••• L••	Dec 31, 2020	Dec 9, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
118439:151367:AZ:2023-02-23	Feb 23, 2023	Feb 27, 2023	SCOTTSDALE, AZ	Firm change
151367:118439:AZ:2020-12-31	Dec 31, 2020	Dec 9, 2020	PHOENIX, AZ	Firm change

Relationships

Registered with (4)

→ D••••••Registered adviserregistration: previous registration
Jan 28, 2013 to Dec 31, 2020factForm ADV
→ A•••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Dec 9, 2020 to Feb 23, 2023factForm ADV
→ W••••••••• A••••••Registered adviserregistration: previous registration
Dec 19, 2006 to Sep 24, 2012factForm ADV
→ W••••• T•••• • A•••••• L••Registered adviser

Dated events

Occurred
Feb 23, 2023
Advisor changed firm
T•••••• A••• K•••• left A•••• A•••• M••••••••• L•• for Dynamic (registered 2023-02-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8bbaa5de-0572-126f-7f83-3b182dbaf1d6
First observed: Jan 30, 2003
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.