DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

T••••• A•••••• E•••••••

T•••••• A•••••••• L••independent RIAHuntington Beach, Ca IA-onlyIAPD 6922637

Feed of 09/15/2026

Also filed as Turill Engelman

At current firm

0 y

since Mar 19, 2026

In the industry

17 y

since Aug 1, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T•••••• A•••••••• L•• independent RIA current
since Mar 19, 2026 · Huntington Beach, Ca
C••••• I••••••••• A••••••• L•• BD affiliated
Jun 5, 2025 to Feb 11, 2026 · Newport Beach, Ca
L•• E••••••••• L•• BD affiliated
Nov 29, 2024 to Dec 9, 2024 · Irvine, Ca
S••••• I••••••••• M••••••••• L•• independent RIA
Nov 26, 2024 to Apr 22, 2025 · Tucson, Az

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to T•••••• A•••••••• L••
left Feb 11, 2026, registered Mar 19, 2026 (36 days) · Affiliated broker-dealer or bank to independent RIA
S••••• I••••••••• M••••••••• L•• to L•• E••••••••• L••
left Apr 22, 2025, registered Nov 29, 2024 (-144 days) · RIA to a newly registered adviser
L•• E••••••••• L•• to C••••• I••••••••• A••••••• L••
left Dec 9, 2024, registered Jun 5, 2025 (178 days) · Other

Signals

T••••• A•••••• E••••••• left C••••• I••••••••• A••••••• L•• for T•••••• A•••••••• L•• (registered 2026-03-19)
Feb 11, 2026 · Advisor changed firm · fact
T••••• A•••••• E••••••• left S••••• I••••••••• M••••••••• L•• for L•• E••••••••• L•• (registered 2024-11-29)
Apr 22, 2025 · Advisor changed firm · fact
T••••• A•••••• E••••••• left L•• E••••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2025-06-05)
Dec 9, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The 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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address