DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Advisor at T• P•••••• C••••• W••••• L••
Greenville, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| T• P•••••• C••••• W••••• L•• | Bd affiliated wealth | Jun 4, 2026 | n/a | yes | Greenville, SC | Current employment |
| F•••• C••••••• I••••••• S•••••••• I••• | Bd affiliated wealth | Jan 26, 2022 | Apr 21, 2026 | no | Greenville, SC|CHARLOTTE, NC |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| F•••• C••••••• I••••••• S•••••••• I••• | T• P•••••• C••••• W••••• L•• | Apr 21, 2026 | Jun 4, 2026 | 44 | Firm change | Ibd to ibd |
| W•••• F•••• A••••••• | F•••• C••••••• I••••••• S•••••••• I••• | Dec 23, 2021 | Jan 26, 2022 |
| W•••• F•••• A••••••• | Wirehouse | Feb 13, 2020 | Dec 23, 2021 | no | BRUNSWICK, GA|ATLANTA, GA | Previous registration |
| C•••••• R••••••• A•••••••• L•• | Former SEC adviser | May 9, 2018 | Feb 13, 2020 | no | SUWANEE, GA | Previous registration |
| H•••••• I••• W••••• A••••••• | Independent wealth | Feb 6, 2014 | Mar 16, 2018 | no | WETHERSFIELD, CT | Previous registration |
| 34 |
| Firm change |
| Wirehouse to ibd |
| C•••••• R••••••• A•••••••• L•• | W•••• F•••• A••••••• | Feb 13, 2020 | Feb 13, 2020 | 0 | Firm change | RIA to wirehouse |
| H•••••• I••• W••••• A••••••• | C•••••• R••••••• A•••••••• L•• | Mar 16, 2018 | May 9, 2018 | 54 | Firm change | Other |