DFX Intelligence

M•••••• R••••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

M•••••• R••••• P••••••

Advisor at T•• K•••• G••••

BEL AIR, MD

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Search this name across graphsid dfx:ria:95441932-ac17-959e-97bf-867c0884866d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Dec 2, 2019 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•• K•••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• K•••• G••••	Independent wealth	Apr 25, 2025	n/a	yes	BEL AIR, MD	Current employment
C••••••••• F•••••••• A•••••••	Independent wealth	May 10, 2023	Mar 4, 2025	no	TOWSON, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• A•••••••	T•• K•••• G••••	Mar 4, 2025	Apr 25, 2025	52	Firm change	RIA to RIA
W•• P•••••••• L••	C••••••••• F•••••••• A•••••••	Apr 24, 2023	May 10, 2023

Relationships

Registered with (4)

→ T•• K•••• G••••Registered adviserregistration: current employment
Apr 25, 2025 to presentfactForm ADV
→ C••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
May 10, 2023 to Mar 4, 2025factForm ADV
→ W•• P•••••••• L••Registered adviserregistration: previous registration
Jun 1, 2022 to Apr 24, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Mar 4, 2025
Advisor changed firm
M•••••• R••••• P•••••• left C••••••••• F•••••••• A••••••• for T•• K•••• G•••• (registered 2025-04-25)
Form ADVobserved 7 days ago
Occurred
Apr 24, 2023
Advisor changed firm
M•••••• R••••• P•••••• left W•• P•••••••• L•• for C••••••••• F•••••••• A••••••• (registered 2023-05-10)
Form ADVobserved 7 days ago
Occurred
May 13, 2022
Advisor changed firm
M•••••• R••••• P•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•• P•••••••• L•• (registered 2022-06-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95441932-ac17-959e-97bf-867c0884866d
First observed: Dec 2, 2019
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.