DFX Intelligence

K•••••• N•• T••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor36 years in industry

K•••••• N•• T••••••••

Advisor at T•••••••• A•• C•••••• I••••••••• M••••••••• L••

AUSTIN, TX

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Search this name across graphsid dfx:ria:ac559b90-7f2a-a123-a9d1-8f367ef41770

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 4, 2003 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•••••••• A•• C•••••• I••••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 15, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••••• A•• C•••••• I••••••••• M••••••••• L••	Independent wealth	Jun 16, 2010	n/a	yes	AUSTIN, TX	Current employment
T•••••••• G•••••• • C•• I••••••••• M••••••••• L••	n/a	Aug 4, 2003	Jun 10, 2010	no	ISSAQUAH, WA\|WASHINGTON, DC\|WASHINGTON, DC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••••• G•••••• • C•• I••••••••• M••••••••• L••	T•••••••• A•• C•••••• I••••••••• M••••••••• L••	Jun 10, 2010	Jun 16, 2010	6	Firm change	Other

Relationships

Registered with (2)

→ T•••••••• A•• C•••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Jun 16, 2010 to presentfactForm ADV
→ T•••••••• G•••••• • C•• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 4, 2003 to Jun 10, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac559b90-7f2a-a123-a9d1-8f367ef41770
First observed: Aug 4, 2003
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.