DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant15 years in industry

T•••••• P•••• M•••••••

Advisor at T•••• W••••• P•••••••• L••

LAWRENCE, KS | Fairview Park, OH

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Search this name across graphsid dfx:ria:a1b65681-051f-36d5-0961-5e69b0105e47

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Mar 29, 2011 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•••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 4, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• W••••• P•••••••• L••	Independent wealth	Jul 21, 2026	n/a	yes	Fairview Park, OH\|LAWRENCE, KS	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Apr 13, 2023	Aug 11, 2026	no	North Olmstead, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	T•••• W••••• P•••••••• L••	Aug 11, 2026	Jul 21, 2026	-21	Firm change	Ibd to RIA
A••••••• F••••• O•••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Apr 5, 2023	Apr 13, 2023

Relationships

Registered with (7)

→ T•••• W••••• P•••••••• L••Registered adviserregistration: current employment
Jul 21, 2026 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 13, 2023 to Aug 11, 2026factForm ADV
→ A••••••• F••••• O•••••• L••Registered adviserregistration: previous registration
Oct 4, 2022 to Apr 5, 2023factForm ADV
→ M••••• A•••• M••••••••• C••••

Dated events

Occurred
Aug 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 5, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 17, 2022
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1b65681-051f-36d5-0961-5e69b0105e47
First observed: Mar 29, 2011
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.