D•••• S• C••••

Advisor at T•• W••••• B•••••••

CHESTER, NJ | Leeds, AL

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:e682c103-9975-1ef0-9059-730dea31c10b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 6, 2000 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: T•• W••••• B•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 2, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• W••••• B•••••••	Independent wealth	Jan 9, 2023	n/a	yes	CHESTER, NJ\|Leeds, AL	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Mar 18, 2011	Nov 29, 2022	no	BIRMINGHAM, AL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	T•• W••••• B•••••••	Nov 29, 2022	Jan 9, 2023	41	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	A••••••••• F•••••••• S•••••••• L••	Mar 22, 2011	Mar 18, 2011

Relationships

Registered with (4)

→ T•• W••••• B•••••••Registered adviserregistration: current employment
Jan 9, 2023 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 18, 2011 to Nov 29, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 11, 2002 to Mar 22, 2011factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

Occurred
Nov 29, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e682c103-9975-1ef0-9059-730dea31c10b
First observed: Jul 6, 2000
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.