DFX Intelligence

B•••••• R•••••• P•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant18 years in industry

B•••••• R•••••• P•••••••

Advisor at T•••• P••••••• G••••

AUSTIN, TX

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Search this name across graphsid dfx:ria:eec6aa32-4441-73ef-f667-7c88c511508a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 4, 2016 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•••• P••••••• G••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 26, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• P••••••• G••••	State registered	Dec 21, 2023	n/a	yes	AUSTIN, TX	Current employment
K••••• F•••••••• G••••• I•••	Former SEC adviser	Oct 10, 2022	Dec 20, 2023	no	Rapid City, SD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• F•••••••• G••••• I•••	T•••• P••••••• G••••	Dec 20, 2023	Dec 21, 2023	1	Firm change	RIA to state RIA
S••••••• F•••••••• S•••••••• I•••	K••••• F•••••••• G••••• I•••	Sep 15, 2022	Oct 10, 2022

Relationships

Registered with (5)

→ T•••• P••••••• G••••Registered adviserregistration: current employment
Dec 21, 2023 to presentfactForm ADV
→ K••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Oct 10, 2022 to Dec 20, 2023factForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jun 2, 2016 to Sep 15, 2022factForm ADV
→ C•• S••••••••• L••

Dated events

Occurred
Dec 20, 2023
Advisor changed firm
B•••••• R•••••• P••••••• left K••••• F•••••••• G••••• I••• for T•••• P••••••• G•••• (registered 2023-12-21)
Form ADVobserved 7 days ago
Occurred
Sep 15, 2022
Advisor changed firm
B•••••• R•••••• P••••••• left S••••••• F•••••••• S•••••••• I••• for K••••• F•••••••• G••••• I••• (registered 2022-10-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eec6aa32-4441-73ef-f667-7c88c511508a
First observed: Mar 4, 2016
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.