T••••• M••••

Advisor at T•• P••••••• F•••••••• G••••

ROCKVILLE CENTRE, NY

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:f988e1b8-f55c-e6a1-9c71-fda0a0c9e1c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Dec 6, 2004 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•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 10, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• P••••••• F•••••••• G••••	Independent wealth	Sep 7, 2021	n/a	yes	ROCKVILLE CENTRE, NY	Current employment
W•••• F•••• A•••••••	Wirehouse	Dec 14, 2009	Feb 21, 2017	no	BABYLON, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	T•• P••••••• F•••••••• G••••	Feb 21, 2017	Sep 7, 2021	1,659	Firm change after gap	Wirehouse to RIA
C•••••••• G••••• M•••••• I•••	W•••• F•••• A•••••••	Dec 19, 2009	Dec 14, 2009

Relationships

Registered with (5)

→ T•• P••••••• F•••••••• G••••Registered adviserregistration: current employment
Sep 7, 2021 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 14, 2009 to Feb 21, 2017factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
May 29, 2007 to Dec 19, 2009factForm ADV
→ C••••••• I••••••••• S•••••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f988e1b8-f55c-e6a1-9c71-fda0a0c9e1c2
First observed: Dec 6, 2004
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.