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.

Current firm

TLWM FINANCIAL

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 31, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

14derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

6

Designations

Certified Financial Planner

Exams

S66|S63

First exam

May 31, 2001

First registration

May 13, 2005

Dual registered

yes, broker-dealer

Other names

ENZO THOMAS PELLEGRINO

IAPD individual key

4392184

Graph

RIA / Wealth Management

Canonical id

dfx:ria:da4df6ce-736e-0ab3-39bc-08cf495a3c78

First observed

May 13, 2005

Last observed

Sep 14, 2026 6 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.