DFX Intelligence

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

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RIA / WealthAdvisor37 years in industry

T•••••• G••••••• H•••••

Advisor at P•• F••••••••

ODESSA, FL

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Search this name across graphsid dfx:ria:c8bf81c8-9986-3027-b916-ef53279e4094

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 2, 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: P•• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 2, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• F••••••••	State registered	Nov 21, 2024	n/a	yes	ODESSA, FL	Current employment
S•••••• A••••••• L••	Independent wealth	Apr 29, 2020	Dec 31, 2022	no	CHARLOTTE, NC\|CHARLOTTE, NC\|Scottsdale, AZ\|Tampa, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• A••••••• L••	P•• F••••••••	Dec 31, 2022	Nov 21, 2024	691	Firm change after gap	RIA to state RIA
L•••••• S•• I••••••••• A•••••••• L•••••	S•••••• A••••••• L••	Mar 11, 2019	Apr 29, 2020

Relationships

Registered with (8)

→ P•• F••••••••Registered adviserregistration: current employment
Nov 21, 2024 to presentfactForm ADV
→ S•••••• A••••••• L••Registered adviserregistration: previous registration
Apr 29, 2020 to Dec 31, 2022factForm ADV
→ L•••••• S•• I••••••••• A•••••••• L•••••Registered adviserregistration: previous registration
Oct 9, 2017 to Mar 11, 2019factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c8bf81c8-9986-3027-b916-ef53279e4094
First observed: Jan 2, 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.