DFX Intelligence

T•••••• M•••••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst30 years in industry

T•••••• M•••••• S•••••••

Advisor at T••••••• P•••••• W••••• M•••••••••

DALLAS, TX

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Search this name across graphsid dfx:ria:9a5adef3-a98f-4c07-572f-858bc4ad34c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Oct 1, 2008 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

T•••••• M•••••• S•••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: T••••••• P•••••• W••••• M•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jun 28, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• P•••••• W••••• M•••••••••	Mixed wealth	Sep 30, 2016	n/a	yes	DALLAS, TX	Current employment
G••••••••• C•••••• M••••••••• P•••••••• L•	n/a	Oct 1, 2008	Dec 31, 2012	no	DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••••• C•••••• M••••••••• P•••••••• L•	T••••••• P•••••• W••••• M•••••••••	Dec 31, 2012	Sep 30, 2016	1,369	Firm change after gap	Other

Relationships

Registered with (2)

→ T••••••• P•••••• W••••• M•••••••••Registered adviserregistration: current employment
Sep 30, 2016 to presentfactForm ADV
→ G••••••••• C•••••• M••••••••• P•••••••• L•Registered adviserregistration: previous registration
Oct 1, 2008 to Dec 31, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a5adef3-a98f-4c07-572f-858bc4ad34c8
First observed: Oct 1, 2008
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.