DFX Intelligence

Data Factory

L•• E••••• T•••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor18 years in industry

L•• E••••• T•••••

Advisor at T•• J•••••• E••••• G••••

KEARNEY, MO

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:2561e18e-0bb0-46cb-138a-6a4593c0ffb5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 22, 2009 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•••••• E••••• G••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 21, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom 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•••••• E••••• G••••	State registered	Dec 4, 2019	n/a	yes	KEARNEY, MO	Current employment
S•• B•••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Jun 30, 2016	Oct 17, 2019	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
S•• B•••••• F•••••••• S•••••••• I•••	T•• J•••••• E••••• G••••	Oct 17, 2019	Dec 4, 2019	48	Firm change	RIA to state RIA
C••••• A••••••• L••	S•• B•••••• F•••••••• S•••••••• I•••	Apr 1, 2016

Relationships

Registered with (3)

→ T•• J•••••• E••••• G••••Registered adviserregistration: current employment
Dec 4, 2019 to presentfactForm ADV
→ S•• B•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jun 30, 2016 to Oct 17, 2019factForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Apr 22, 2009 to Apr 1, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2561e18e-0bb0-46cb-138a-6a4593c0ffb5
First observed: Apr 22, 2009
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.