DFX Intelligence

J•••• C••••••••• T••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor38 years in industry

J•••• C••••••••• T••••••

Advisor at T•• P••••••• F•••••••• G••••

GILGO BEACH, NY

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Search this name across graphsid dfx:ria:001bbecd-daba-b161-05e8-1a27a1009f7d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 29, 2011 to Sep 14, 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: T•• P••••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 23, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• P••••••• F•••••••• G••••	Independent wealth	Nov 9, 2021	n/a	yes	GILGO BEACH, NY	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Aug 3, 2021	Dec 1, 2021	no	ROCKVILLE CENTRE, NY\|GILGO BEACH, NY\|ROCKVILLE CENTRE, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	T•• P••••••• F•••••••• G••••	Dec 1, 2021	Nov 9, 2021	-22	Firm change	Ibd to RIA
W•••• F•••• A•••••••	L•• F•••••••• L••	Dec 31, 2013	Aug 3, 2021

Relationships

Registered with (3)

→ T•• P••••••• F•••••••• G••••Registered adviserregistration: current employment
Nov 9, 2021 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 3, 2021 to Dec 1, 2021factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 29, 2011 to Dec 31, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:001bbecd-daba-b161-05e8-1a27a1009f7d
First observed: Sep 29, 2011
Last observed: Sep 14, 2026 9 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.