T••••• T•••••

Advisor at P•••• S•••••• • C••

Greenwich, CT | Chicago, IL

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 graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 2, 2019 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: P•••• S•••••• • C••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• S•••••• • C••	Institutional manager	Aug 11, 2025	n/a	yes	Chicago, IL\|Greenwich, CT	Current employment
D••• D••••••• • C••	Independent wealth	Jul 26, 2022	Jul 21, 2025	no	CHICAGO, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••• D••••••• • C••	P•••• S•••••• • C••	Jul 21, 2025	Aug 11, 2025	21	Firm change	Other
A• W••••• M••••••••• L••	D••• D••••••• • C••	Oct 19, 2021	Jul 26, 2022

Relationships

Registered with (3)

→ P•••• S•••••• • C••Registered adviserregistration: current employment
Aug 11, 2025 to presentfactForm ADV
→ D••• D••••••• • C••Registered adviserregistration: previous registration
Jul 26, 2022 to Jul 21, 2025factForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 2, 2019 to Oct 19, 2021factForm ADV

Dated events

Occurred
Jul 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 2, 2019
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.