DFX Intelligence

T••••• J•••• R•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

T••••• J•••• R•••

Advisor at T•••••• F•••••••• C••••••• I•••

WHEATON, IL

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Search this name across graphsid dfx:ria:2631b995-3968-bd78-fb73-80ba3b518294

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 1
On other graphs: 0
Observed: Aug 1, 2015 to Sep 17, 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•••••••• C••••••• I•••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••• F•••••••• C••••••• I•••	No RAUM reported	Sep 16, 2026	n/a	yes	WHEATON, IL	Current employment

Relationships

No published relationship touches this entity yet.

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 16, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2631b995-3968-bd78-fb73-80ba3b518294
First observed: Aug 1, 2015
Last observed: Sep 17, 2026 6 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.