DFX Intelligence

R•••••• A••• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner31 years in industry

R•••••• A••• F•••••••

Advisor at T•• K•••• G••••

BEL AIR, MD

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Search this name across graphsid dfx:ria:b0fc9206-9001-517a-9821-32443948e5ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 12, 1998 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•• K•••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 11, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• K•••• G••••	Independent wealth	Oct 21, 2020	n/a	yes	BEL AIR, MD	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Aug 1, 2018	Oct 21, 2020	no	Bel Air, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	T•• K•••• G••••	Oct 21, 2020	Oct 21, 2020	0	Firm change	Ibd to new firm
E•••••• F•••••••• S•••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jun 5, 2018	Aug 1, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:310140:MD:2020-10-15	Oct 21, 2020	Oct 21, 2020	BEL AIR, MD	Firm change

Relationships

Registered with (4)

→ T•• K•••• G••••Registered adviserregistration: current employment
Oct 21, 2020 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 1, 2018 to Oct 21, 2020factForm ADV
→ E•••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Nov 9, 2012 to Jun 5, 2018factForm ADV
→ S•••••••• A••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0fc9206-9001-517a-9821-32443948e5ad
First observed: Jun 12, 1998
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.