DFX Intelligence

B•••• G•••••• L••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

B•••• G•••••• L••••

Advisor at T•••••••• P••••••• F•••••••• L••

COLUMBIA, MD

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Search this name across graphsid dfx:ria:f76c64c7-5697-410f-5870-7550fe480900

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 12, 2005 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••••••• F•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom 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••••••• F•••••••• L••	Mixed wealth	May 17, 2024	n/a	yes	COLUMBIA, MD	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Mar 18, 2013	Jun 9, 2025	no	BETHESDA, MD\|Columbia, MD\|MIDDLETOWN, MD\|HUNT VALLEY, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	T•••••••• P••••••• F•••••••• L••	Jun 9, 2025	May 17, 2024	-388	Firm change after gap	Other
F•••••••• T••••••• I•••	M•• I•••••••• S•••••••• L••	Feb 8, 2013	Mar 18, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
10409:326489:MD:2025-06-09	Jun 9, 2025	May 17, 2024	HUNT VALLEY, MD	Firm change after gap

Relationships

Registered with (4)

→ T•••••••• P••••••• F•••••••• L••Registered adviserregistration: current employment
May 17, 2024 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 18, 2013 to Jun 9, 2025factForm ADV
→ F•••••••• T••••••• I•••Registered adviserregistration: previous registration
Jan 3, 2011 to Feb 8, 2013factForm ADV
→ N•• A•••••• S•••••••• L••

Dated events

Occurred
Jun 9, 2025
A•••••• firm change
B•••• G•••••• L•••• left M•• I•••••••• S•••••••• L•• for T•••••••• P••••••• F•••••••• L•• (registered 2024-05-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f76c64c7-5697-410f-5870-7550fe480900
First observed: Jul 12, 2005
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.