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.
T•• C••••••••• G••••
InsuranceDisclosed by a registered advisor· MO
Tax, insurance, and non-legal estate planning administrative services
from the advisor's own disclosure
As of · the advisors' Form U4 disclosures and the public records linked below
- Registered advisors
- 12
- Public records
- 0
- Other people named
- hidden
- Formed
- unknown
As of · the advisors' Form U4 disclosures and the public records linked below
What it doesHow this is writtenThe description comes from the named source: the advisor’s own disclosure, the company’s website, its SEC Form D industry group, or the NAICS code on an SBA loan. DFX does not restate a legal purpose clause and does not write a description it could not source.
in the words of the record named beside it
- Business
- Tax, insurance, and non-legal estate planning administrative servicesreportedthe advisor's own disclosure
- Type
- Insurancederived
- Also known as
- C••••••••• GROUP, T•• C••••••••• G••••reported
Observed operations
figures a public record reports; nothing estimated
No public record DFX holds reports a size for this company (no Form D, SBA loan, IRS return, adviser filing or assessor parcel under its name).
Recent activity
- Advisor's involvement beganJan 1, 2026 · printed start date
- Colleagues at one firm disclose itJan 1, 2026 · printed start date
- Colleagues at one firm disclose itMar 1, 2025 · printed start date
- Colleagues at one firm disclose itdate not printed
PeopleWhat these connections meanAdvisors are listed because each disclosed this company on their own Form U4. Other people are listed because a public record names them with it (an SEC Form D related person, a state registry principal). These are observed business connections. DFX does not know, and does not suggest, that any of them are an advisor’s clients.
registered advisors who disclosed it, and people other public records name
- G••••••• T••••• F•••••• · Agent, Other roleregistered with F••••••••• I••••••••• A••••••• L••
- J••••••• S•••••• S••••• · Agent, Other role · since 2025-03registered with F••••••••• I••••••••• A••••••• L••
- N••• K••• H••• · Agent · since 2026-01registered with F••••••••• I••••••••• A••••••• L••
9 more registered advisors name a company with this name in this state; their disclosures are not yet reviewed, so they are counted, not listed.
Related network
counts across the records on this page
- Registered advisors
- 12reportedself-disclosed
- Their firms
- 1derived
- Other people named
- hiddenreported
- Earliest advisor involvement
- 2025-03reportedstart date the advisor printed
Sources and evidence
No public record DFX holds carries this exact name in this state. For most small LLCs that is expected: few states publish their registries, and Delaware publishes no owners at all.