DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

J•••••• V• T••••••

Advisor at T••••••• S••••••• A•••••••

INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:097a114d-55e9-0591-52fe-4edbd79d8256

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 17, 2003 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••••••• S••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• S••••••• A•••••••	Bd affiliated wealth	Aug 25, 2020	n/a	yes	INDIANAPOLIS, IN	Current employment
A• G• E•••••• • S•••• I•••	n/a	Feb 17, 2003	Jan 3, 2005	no	GREENWOOD, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• G• E•••••• • S•••• I•••	T••••••• S••••••• A•••••••	Jan 3, 2005	Aug 25, 2020	5,713	Firm change after gap	Other

Relationships

Registered with (2)

→ T••••••• S••••••• A•••••••Registered adviserregistration: current employment
Aug 25, 2020 to presentfactForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration
Feb 17, 2003 to Jan 3, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:097a114d-55e9-0591-52fe-4edbd79d8256
First observed: Feb 17, 2003
Last observed: Sep 14, 2026 8 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.