DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

T•••••• A••••• G•••••••

Advisor at A••••••••• I••••••••• L••

Ponte Vedra, FL

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Search this name across graphsid dfx:ria:a506569b-8373-0aef-aa3e-c87f123e9e8a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2018 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: A••••••••• I••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• I••••••••• L••	State registered	Jan 11, 2021	n/a	yes	Ponte Vedra, FL	Current employment
T•••••• C••••••• I•••	Independent wealth	Mar 9, 2018	Nov 2, 2020	no	Irvine, CA\|IRVINE, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• C••••••• I•••	A••••••••• I••••••••• L••	Nov 2, 2020	Jan 11, 2021	70	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ A••••••••• I••••••••• L••Registered adviserregistration: current employment
Jan 11, 2021 to presentfactForm ADV
→ T•••••• C••••••• I•••Registered adviserregistration: previous registration
Mar 9, 2018 to Nov 2, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a506569b-8373-0aef-aa3e-c87f123e9e8a
First observed: Mar 9, 2018
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.