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•••••• T••••••• M•••••
Certified Financial Planner
Feed of 09/14/2026
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Business email
- ••• LockedreportedHTTPS:firm site, Sep 16, 2026
At current firm
21 y
since Jun 14, 2005
In the industry
24 y
since Oct 10, 2001 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
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.
title, designations and roles as the firm prints them
- Title
- Founder & PresidentreportedHTTPS:firm site, Sep 16, 2026
Registration history
IAPD current and previous registrations
- G•••••• F•••••••• A•••••••• I••• independent RIA currentsince Jun 14, 2005 · Chantilly, Va
- C•••••• P••••••• • I••••••••• unclassifiedJul 15, 2003 to Jun 14, 2005 · Fairfax, Va
Moves
a registration end followed by a registration begin elsewhere
- C•••••• P••••••• • I••••••••• to G•••••• F•••••••• A•••••••• I•••left Jun 14, 2005, registered Jun 14, 2005 (0 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address