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

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RIA / WealthAdvisorCertified Financial Planner35 years in industry

T••••• L• P•••••••

Advisor at T•• F•••••••• S•••••••• I•••

ESTERO, FL

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Search this name across graphsid dfx:ria:e1de7606-e602-cf37-b644-f9e11a3dc093

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 15, 2012 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: T•• F•••••••• S•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 3, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• F•••••••• S•••••••• I•••	State registered	May 20, 2016	n/a	yes	ESTERO, FL	Current employment
G•••••• S•••• W••••• S•••••••• L•••	Bd affiliated wealth	Aug 15, 2012	Dec 4, 2015	no	ALBANY, NY\|ESTERO, FL\|ESTERO, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• S•••• W••••• S•••••••• L•••	T•• F•••••••• S•••••••• I•••	Dec 4, 2015	May 20, 2016	168	Firm change	Other

Relationships

Registered with (2)

→ T•• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
May 20, 2016 to presentfactForm ADV
→ G•••••• S•••• W••••• S•••••••• L•••Registered adviserregistration: previous registration
Aug 15, 2012 to Dec 4, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e1de7606-e602-cf37-b644-f9e11a3dc093
First observed: Aug 15, 2012
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.