DFX Intelligence

J••••••••• F••••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

J••••••••• F••••• W•••••

Advisor at T•• F••••• O••••• P•••••••

PHOENIX, AZ

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Search this name across graphsid dfx:ria:1287ad17-0db1-a2dc-f5f0-465f26d2deda

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 13, 2008 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•• F••••• O••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 19, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• F••••• O••••• P•••••••	Independent wealth	Jan 12, 2012	n/a	yes	PHOENIX, AZ	Current employment
G•• A••••••• S•••••••• L••	Asset manager	Aug 13, 2008	Nov 23, 2011	no	PHOENIX, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•• A••••••• S•••••••• L••	T•• F••••• O••••• P•••••••	Nov 23, 2011	Jan 12, 2012	50	Firm change	Other

Relationships

Registered with (2)

→ T•• F••••• O••••• P•••••••Registered adviserregistration: current employment
Jan 12, 2012 to presentfactForm ADV
→ G•• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 13, 2008 to Nov 23, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1287ad17-0db1-a2dc-f5f0-465f26d2deda
First observed: Aug 13, 2008
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.