DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

T•••• L••• G••••••

Advisor at F••••••••• A•••• M••••••••• L••

CINCINNATI, OH | Vero Beach, FL

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Search this name across graphsid dfx:ria:beb2c693-8641-b234-9ac1-771a70592c66

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 14, 2008 to Sep 15, 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: F••••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 13, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••••• A•••• M••••••••• L••	Independent wealth	Oct 7, 2022	n/a	yes	CINCINNATI, OH\|Vero Beach, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Mar 28, 2013	Oct 12, 2022	no	VERO BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	F••••••••• A•••• M••••••••• L••	Oct 12, 2022	Oct 7, 2022	-5	Firm change	Ibd to RIA
W•••• F•••• A•••••••	R•••••• J•••• • A••••••••• I•••	Mar 25, 2013	Mar 28, 2013

Relationships

Registered with (3)

→ F••••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Oct 7, 2022 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Mar 28, 2013 to Oct 12, 2022factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Oct 14, 2008 to Mar 25, 2013factForm ADV

Dated events

Occurred
Oct 12, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:beb2c693-8641-b234-9ac1-771a70592c66
First observed: Oct 14, 2008
Last observed: Sep 15, 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.