DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

T••••• A•••• P••••••••

Advisor at C•••• T••••••• R••••••••• S••••••• L••

Riverside, CA | RIVERSIDE, CA

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Search this name across graphsid dfx:ria:e6ece5f7-7d03-1c97-9144-8c43e276a485

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 4, 2018 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: C•••• T••••••• R••••••••• S••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• T••••••• R••••••••• S••••••• L••	State registered	Sep 24, 2025	n/a	yes	RIVERSIDE, CA\|Riverside, CA	Current employment
C•••• T••••••• R••••••••• S••••••• L••	State registered	Oct 4, 2018	Dec 31, 2022	no	RIVERSIDE, CA

Relationships

Registered with (1)

→ C•••• T••••••• R••••••••• S••••••• L••Registered adviserregistration: previous registration
Oct 4, 2018 to Dec 31, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6ece5f7-7d03-1c97-9144-8c43e276a485
First observed: Oct 4, 2018
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.