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T••• D••••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

T••• D••••• W•••••

Advisor at T•• J••••• G•••• C•••••• M•••••••••

COLUMBUS, OH

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Search this name across graphsid dfx:ria:21a50b32-71dd-f2b3-d9ff-c643176bfa29

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 3, 2002 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•• J••••• G•••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 3, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T•• J••••• G•••• C•••••• M•••••••••	Independent wealth	Dec 6, 2012	n/a	yes	COLUMBUS, OH	Current employment
T•• J••••• G•••• C•••••• M•••••••••	Former SEC adviser	May 13, 2011	Mar 27, 2013	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T•• J••••• G•••• C•••••• M•••••••••	T•• J••••• G•••• C•••••• M•••••••••	Mar 27, 2013	Dec 6, 2012	-111	Channel change	Other
R••••• B••• • C••• L••	T•• J••••• G•••• C•••••• M•••••••••	Oct 23, 2009

Relationships

Registered with (3)

→ T•• J••••• G•••• C•••••• M•••••••••Registered adviserregistration: current employment
Dec 6, 2012 to presentfactForm ADV
→ T•• J••••• G•••• C•••••• M•••••••••Registered adviserregistration: previous registration
May 13, 2011 to Mar 27, 2013factForm ADV
→ R••••• B••• • C••• L••Registered adviserregistration: previous registration
Dec 3, 2002 to Oct 23, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:21a50b32-71dd-f2b3-d9ff-c643176bfa29
First observed: Dec 3, 2002
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.