DFX Intelligence

R••••• L••••••••• W••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

R••••• L••••••••• W••••••••

Advisor at T•• L••••• C•••••• O• V•••••••

RICHMOND, VA

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Search this name across graphsid dfx:ria:ace6c0bf-ad3e-f958-36f3-9803055b6e40

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 26, 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•• L••••• C•••••• O• V•••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 25, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• L••••• C•••••• O• V•••••••	Mixed wealth	Jun 9, 2014	n/a	yes	RICHMOND, VA	Current employment
D•••••••• • C•••••• L••	Bd affiliated wealth	May 26, 2011	May 28, 2014	no	RICHMOND, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••••• • C•••••• L••	T•• L••••• C•••••• O• V•••••••	May 28, 2014	Jun 9, 2014	12	Firm change	Other

Relationships

Registered with (2)

→ T•• L••••• C•••••• O• V•••••••Registered adviserregistration: current employment
Jun 9, 2014 to presentfactForm ADV
→ D•••••••• • C•••••• L••Registered adviserregistration: previous registration
May 26, 2011 to May 28, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ace6c0bf-ad3e-f958-36f3-9803055b6e40
First observed: May 26, 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.