DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

J••••••• R••••• T•••••••

Advisor at A•••• W••••• P•••••••

NORTHVILLE, MI

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Search this name across graphsid dfx:ria:081449ed-de9c-824f-b3dc-1ba338634b02

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 20, 2013 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: A•••• W••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 20, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• W••••• P•••••••	State registered	Jan 1, 2026	n/a	yes	NORTHVILLE, MI	Current employment
T• A••••••••• I•••	Former SEC adviser	Feb 27, 2018	Oct 21, 2020	no	Ann Arbor, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T• A••••••••• I••••••••• M••••••••• L••	T• A••••••••• I•••	Oct 21, 2020	Feb 27, 2018	-967	Channel change	Other
T• A••••••••• I•••	A•••• W••••• P•••••••	Oct 21, 2020	Jan 1, 2026

Team moves

••• Locked

Team	Left	Joined	From	Kind
111514:7870:MI:2020-10-20	Oct 21, 2020	Feb 27, 2018	ANN ARBOR, MI	Firm change after gap

Relationships

Registered with (5)

→ A•••• W••••• P•••••••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 26, 2018 to Oct 21, 2020factForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Feb 27, 2018 to Oct 21, 2020factForm ADV
→ S•••••••• I••••••••• M•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:081449ed-de9c-824f-b3dc-1ba338634b02
First observed: Aug 20, 2013
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.