A••••• T•••

Advisor at T••••• F•••••••• G••••• I•••

PACE, FL | Northvale, NJ

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:8fca2004-16c5-740c-c9f9-812b54c3878e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2002 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•••••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 21, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• F•••••••• G••••• I•••	Independent wealth	May 4, 2021	n/a	yes	PACE, FL\|Northvale, NJ	Current employment
A•••• W••••• A•••••••• L••	Bd affiliated wealth	Jan 7, 2021	Jan 25, 2021	no	Long Island City, NY\|CHICAGO, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• A••••••• N••••••• L••	A•••• W••••• A•••••••• L••	Jan 29, 2021	Jan 7, 2021	-22	Firm change	RIA to ibd
A•••• W••••• A•••••••• L••	T••••• F•••••••• G••••• I•••	Jan 25, 2021	May 4, 2021

Relationships

Registered with (5)

→ T••••• F•••••••• G••••• I•••Registered adviserregistration: current employment
May 4, 2021 to presentfactForm ADV
→ C••••••• A••••••• N••••••• L••Registered adviserregistration: previous registration
Aug 30, 2013 to Jan 29, 2021factForm ADV
→ A•••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 7, 2021 to Jan 25, 2021factForm ADV
→ B• R•••• W••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8fca2004-16c5-740c-c9f9-812b54c3878e
First observed: Jun 5, 2002
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.