J••• W•••••

Advisor at T••• F••••••••

SCOTTSDALE, AZ | Littleton, CO

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Search this name across graphsid dfx:ria:21f395ed-05b2-4fd0-b941-115c8510a780

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 15, 2012 to Sep 15, 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••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 15, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••• F••••••••	Independent wealth	Aug 25, 2017	n/a	yes	SCOTTSDALE, AZ\|Littleton, CO	Current employment
W•••• E••••• G••••• I•••	Bd affiliated wealth	Aug 18, 2017	Aug 18, 2017	no	Littleton, CO\|Littleton, CO\|Schaumburg, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	W•••• E••••• G••••• I•••	Aug 30, 2017	Aug 18, 2017	-12	Firm change	Other
W•••• E••••• G••••• I•••	T••• F••••••••	Aug 18, 2017	Aug 25, 2017

Relationships

Registered with (3)

→ T••• F••••••••Registered adviserregistration: current employment
Aug 25, 2017 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 15, 2012 to Aug 30, 2017factForm ADV
→ W•••• E••••• G••••• I•••Registered adviserregistration: previous registration
Aug 18, 2017 to Aug 18, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:21f395ed-05b2-4fd0-b941-115c8510a780
First observed: Aug 15, 2012
Last observed: Sep 15, 2026 7 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.