DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

T•••••• P• T•••••

Advisor at T•• C•••••• M•••••••••

GILBERT, AZ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 5, 2007 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•• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 27, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• C•••••• M•••••••••	Independent wealth	Sep 14, 2011	n/a	yes	GILBERT, AZ	Current employment
T••• L••	n/a	Feb 21, 2014	Jan 10, 2016	no	IRVINE, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••• L••	n/a	Jan 10, 2016	n/a	n/a	Departure no registered destination	Departure
D•••••• F•••••••• I••••••••• A••••••• G••••	T••• L••	Jun 6, 2014	Feb 21, 2014	-105

Relationships

Registered with (4)

→ T•• C•••••• M•••••••••Registered adviserregistration: current employment
Sep 14, 2011 to presentfactForm ADV
→ T••• L••Registered adviserregistration: previous registration
Feb 21, 2014 to Jan 10, 2016factForm ADV
→ D•••••• F•••••••• I••••••••• A••••••• G••••Registered adviserregistration: previous registration
Jan 27, 2014 to Jun 6, 2014factForm ADV
→ O••••• W••••• M•••••••••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 5, 2007
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.