DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

T••••• M•••••• P••••••

Advisor at P•••••• F•••••••• A••••••••• L••

AKRON, OH

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Search this name across graphsid dfx:ria:9e9746e7-ee5d-9b9a-6bbe-f24df7c27e57

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 2, 2003 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: P•••••• F•••••••• A••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 19, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• F•••••••• A••••••••• L••	Independent wealth	Sep 6, 2018	n/a	yes	AKRON, OH	Current employment
C••••• A••••••• L••	Former SEC adviser	Jun 10, 2005	Aug 31, 2018	no	GREENWOOD VILLAGE, CO\|NORTH CANTON, OH\|AKRON, OH\|AKRON, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A••••••• L••	P•••••• F•••••••• A••••••••• L••	Aug 31, 2018	Sep 6, 2018	6	Firm change	Ibd to new firm
T•• M••••••••• G••••	C••••• A••••••• L••	Dec 31, 2005	Jun 10, 2005

Team moves

••• Locked

Team	Left	Joined	From	Kind
10299:297538:OH:2018-08-31	Aug 31, 2018	Sep 6, 2018	AKRON, OH	Firm change

Relationships

Registered with (3)

→ P•••••• F•••••••• A••••••••• L••Registered adviserregistration: current employment
Sep 6, 2018 to presentfactForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Jun 10, 2005 to Aug 31, 2018factForm ADV
→ T•• M••••••••• G••••Registered adviserregistration: previous registration
Jan 2, 2003 to Dec 31, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9e9746e7-ee5d-9b9a-6bbe-f24df7c27e57
First observed: Jan 2, 2003
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.