DFX Intelligence
Reading the graph
Reading the graph
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Advisor at C••••••• P•••••••
••• Locked
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 |
|---|---|---|---|---|---|---|
| C••••••• P••••••• | Independent wealth | Dec 1, 2025 | n/a | yes | Bridgeport, PA|Doylestown, PA|OVERLAND PARK, KS | Current employment |
| T•• M••••••• F•••••••• G••••• I•• | Former SEC adviser | Oct 25, 2019 | Dec 10, 2025 | no | DOYLESTOWN, PA |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T•• M••••••• F•••••••• G••••• I•• | C••••••• P••••••• | Dec 10, 2025 | Dec 1, 2025 | -9 | Firm change | RIA to RIA |
| T•• F•••••• G••••• L•• | T•• M••••••• F•••••••• G••••• I•• | Oct 14, 2019 | Oct 25, 2019 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 110935:105348:PA:2025-12-10 | Dec 10, 2025 | Dec 1, 2025 | DOYLESTOWN, PA | Firm change |
| T•• F•••••• G••••• L•• | Independent wealth | Jan 22, 2015 | Oct 14, 2019 | no | CHESTERBROOK, PA | Previous registration |
| 11 |
| Firm change |
| RIA to RIA |