DFX Intelligence

D•••• R••••• Z••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

D•••• R••••• Z••••••••

Advisor at T• P•••••• C••••• W••••• L••

Marlton, NJ | Willingboro, NJ

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Search this name across graphsid dfx:ria:8dee8ce7-2679-72a6-01a6-65ca1a9a9857

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 11, 2022 to Sep 15, 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• P•••••• C••••• W••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• P•••••• C••••• W••••• L••	Bd affiliated wealth	Mar 11, 2026	n/a	yes	Marlton, NJ\|Willingboro, NJ	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	May 16, 2025	Jan 22, 2026	no	Gibbsboro, NJ\|Voorhees, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	T• P•••••• C••••• W••••• L••	Jan 22, 2026	Mar 11, 2026	48	Firm change	Ibd to ibd
W•••• F•••• A•••••••	A••••••••• F•••••••• S•••••••• L••	Dec 6, 2024	May 16, 2025

Relationships

Registered with (3)

→ T• P•••••• C••••• W••••• L••Registered adviserregistration: current employment
Mar 11, 2026 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
May 16, 2025 to Jan 22, 2026factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 11, 2022 to Dec 6, 2024factForm ADV

Dated events

Occurred
Jan 22, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 6, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8dee8ce7-2679-72a6-01a6-65ca1a9a9857
First observed: Feb 11, 2022
Last observed: Sep 15, 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.