B•••• P• M•••••

Advisor at T• R••• P•••• A••••••• S•••••••• I•••

Baltimore, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:20170467-4edd-76e2-5fa1-6420a1358375

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 7, 2005 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• R••• P•••• A••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 9, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• R••• P•••• A••••••• S•••••••• I•••	Bd affiliated wealth	Jul 15, 2024	n/a	yes	Baltimore, MD	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Sep 18, 2019	Aug 26, 2022	no	Cockeysville, MD\|Washington, DC\|Baltimore, MD\|Baltimore, MD\|Towson, MD\|Baltimore, MD\|Baltimore, MD\|Cockeysville, MD\|Lutherville Timonium, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	T• R••• P•••• A••••••• S•••••••• I•••	Aug 26, 2022	Jul 15, 2024	689	Firm change after gap	Wirehouse to ibd
E••••• J••••	J••• M••••• S••••••••• L••	Sep 6, 2019	Sep 18, 2019

Relationships

Registered with (7)

→ T• R••• P•••• A••••••• S•••••••• I•••Registered adviserregistration: current employment
Jul 15, 2024 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Sep 18, 2019 to Aug 26, 2022factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jul 3, 2017 to Sep 6, 2019factForm ADV
→ V••••• C•••••• A•••••••• L••

Dated events

Occurred
Aug 26, 2022
Advisor changed firm
B•••• P• M••••• left J••• M••••• S••••••••• L•• for T• R••• P•••• A••••••• S•••••••• I••• (registered 2024-07-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20170467-4edd-76e2-5fa1-6420a1358375
First observed: Apr 7, 2005
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.