DFX Intelligence

T•••• F•••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst29 years in industry

T•••• F•••• B••••

Advisor at P•••••• M••••••••• L••

DALLAS, TX

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Search this name across graphsid dfx:ria:b6689c6e-8f04-a231-f539-58fb10cf3bca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 31, 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: P•••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 8, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• M••••••••• L••	Asset manager	Apr 18, 2012	n/a	yes	DALLAS, TX	Current employment
T•••••• C•••••• M••••••••• L•••	n/a	Jul 31, 2003	Dec 7, 2007	no	DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• C•••••• M••••••••• L•••	P•••••• M••••••••• L••	Dec 7, 2007	Apr 18, 2012	1,594	Firm change after gap	Other

Relationships

Registered with (2)

→ P•••••• M••••••••• L••Registered adviserregistration: current employment
Apr 18, 2012 to presentfactForm ADV
→ T•••••• C•••••• M••••••••• L•••Registered adviserregistration: previous registration
Jul 31, 2003 to Dec 7, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b6689c6e-8f04-a231-f539-58fb10cf3bca
First observed: Jul 31, 2003
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.