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G•••••• T••••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

G•••••• T••••• P••••••

Advisor at R•••• C•••••• A••••••• I•••

SARASOTA, FL

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Search this name across graphsid dfx:ria:bdc715f0-aa03-f8b4-daf4-8ea75e049dd1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 9, 2001 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: R•••• C•••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 9, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• C•••••• A••••••• I•••	Independent wealth	Apr 17, 2019	n/a	yes	SARASOTA, FL	Current employment
T••••••••• C•••••• L••	Independent wealth	Feb 9, 2018	Feb 5, 2019	no	SARASOTA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• C•••••• L••	R•••• C•••••• A••••••• I•••	Feb 5, 2019	Apr 17, 2019	71	Firm change	RIA to new firm
T••••••••• C•••••• L••	T••••••••• C•••••• L••	Mar 13, 2018	Feb 9, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
149094:291297:FL:2018-03-13	Mar 13, 2018	Feb 9, 2018	BRADENTON, FL	Firm change after gap

Relationships

Registered with (5)

→ R•••• C•••••• A••••••• I•••Registered adviserregistration: current employment
Apr 17, 2019 to presentfactForm ADV
→ T••••••••• C•••••• L••Registered adviserregistration: previous registration
Feb 9, 2018 to Feb 5, 2019factForm ADV
→ T••••••••• C•••••• L••Registered adviserregistration: previous registration
May 13, 2011 to Mar 13, 2018factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bdc715f0-aa03-f8b4-daf4-8ea75e049dd1
First observed: Aug 9, 2001
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.