M•••••• M•••••

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

Marlton, NJ

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Search this name across graphsid dfx:ria:96b32e62-de02-3c72-f79c-2550207faac8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 18, 2005 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• P•••••• C••••• W••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 3, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• P•••••• C••••• W••••• L••	Bd affiliated wealth	Jun 19, 2023	n/a	yes	Marlton, NJ	Current employment
H••••• M••• I••••••••• I•••	No RAUM reported	Jan 13, 2022	Jun 16, 2023	no	Cherry Hill, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• M••• I••••••••• I•••	T• P•••••• C••••• W••••• L••	Jun 16, 2023	Jun 19, 2023	3	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	H••••• M••• I••••••••• I•••	Jul 23, 2021	Jan 13, 2022

Relationships

Registered with (6)

→ T• P•••••• C••••• W••••• L••Registered adviserregistration: current employment
Jun 19, 2023 to presentfactForm ADV
→ H••••• M••• I••••••••• I•••Registered adviserregistration: previous registration
Jan 13, 2022 to Jun 16, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 22, 2019 to Jul 23, 2021factForm ADV
→ F•••••••• A••••••• S•••••••• L••

Dated events

Occurred
Jun 16, 2023
Advisor changed firm
M•••••• M••••• left H••••• M••• I••••••••• I••• for T• P•••••• C••••• W••••• L•• (registered 2023-06-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96b32e62-de02-3c72-f79c-2550207faac8
First observed: Nov 18, 2005
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.