DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
T•• R••• A•••••••
Certified Financial Planner · Personal Financial Specialist
Feed of 09/14/2026
Also filed as T•• R••• A•••••••
At current firm
6 y
since Sep 18, 2020
In the industry
32 y
since Jun 1, 1994 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Professional profileWhat is shown hereOnly business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
what the firm itself publishes, with the page it was read from
- Business email
- ••• Lockedreported3ctruewealth.comfirm site, Sep 15, 2026
Registration history
IAPD current and previous registrations
- T•••• C••• T••• W••••• M••••••••• L•• independent RIA currentsince Sep 18, 2020 · Beaver, Pa
- L•• F•••••••• L•• BD affiliatedApr 24, 2006 to Apr 13, 2026 · Beaver, Pa
- H•••••• T••••••• • K•••• L•• independent RIAFeb 28, 2005 to Apr 26, 2006 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to T•••• C••• T••• W••••• M••••••••• L••left Apr 13, 2026, registered Sep 18, 2020 (-2033 days) · Other
- H•••••• T••••••• • K•••• L•• to L•• F•••••••• L••left Apr 26, 2006, registered Apr 24, 2006 (-2 days) · Other
Signals
- ••• LockedApr 13, 2026 · Advisor changed firm · fact
Transition signalsWhat these will draw onThe observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves.Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address