DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

T••• F••••• P•••••••

Advisor at W••••• P••••••• G••••

BALTIMORE, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d4c5a726-16b2-6fde-8fa4-bfc8cd3306cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Oct 24, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

T••• F••••• P•••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: W••••• P••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 15, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• P••••••• G••••	Independent wealth	Jan 21, 2026	n/a	yes	BALTIMORE, MD	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Nov 16, 2012	Nov 5, 2018	no	BALTIMORE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	W••••• P••••••• G••••	Nov 5, 2018	Jan 21, 2026	2,634	Firm change after gap	Ibd to RIA
W••••••• F•••••••• S•••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Nov 20, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:291708:MD:2018-11-05	Nov 5, 2018	Jan 21, 2026	BALTIMORE, MD	Firm change after gap

Relationships

Registered with (4)

→ W••••• P••••••• G••••Registered adviserregistration: current employment
Jan 21, 2026 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 16, 2012 to Nov 5, 2018factForm ADV
→ W••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 5, 2005 to Nov 20, 2012factForm ADV
→ M••• S••••••••• C•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d4c5a726-16b2-6fde-8fa4-bfc8cd3306cb
First observed: Oct 24, 2003
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.