A•••••• A••••

Advisor at T• R••• P•••• A••••••• S•••••••• I•••

Owings Mills, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ab8a5d53-a41c-dccf-32cc-58cfc0c5ccee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 20, 2009 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• R••• P•••• A••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 20, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• R••• P•••• A••••••• S•••••••• I•••	Bd affiliated wealth	Sep 2, 2026	n/a	yes	Owings Mills, MD	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jun 2, 2016	Apr 21, 2026	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|MISSOURI CITY, TX\|HOUSTON, TX\|WOODBRIDGE, VA\|WOODBRIDGE, VA\|GREAT FALLS, VA\|FALLS CHURCH, VA\|DALE CITY, VA\|CENTREVILLE, VA\|FAIRFAX, VA\|MCLEAN, VA\|MCLEAN, VA\|Silver Spring, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	T• R••• P•••• A••••••• S•••••••• I•••	Apr 21, 2026	Sep 2, 2026	134	Firm change	Wirehouse to ibd
J••• M••••• S••••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 5, 2012

Relationships

Registered with (5)

→ T• R••• P•••• A••••••• S•••••••• I•••Registered adviserregistration: current employment
Sep 2, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 2, 2016 to Apr 21, 2026factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 1, 2012 to Oct 5, 2012factForm ADV
→ C•••• I••••••••• S••••••• C••••

Dated events

Occurred
Apr 21, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ab8a5d53-a41c-dccf-32cc-58cfc0c5ccee
First observed: Jul 20, 2009
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.