DFX Intelligence

C••••••••• C•••••• N••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

C••••••••• C•••••• N••••

Advisor at T•• N•••• R••• G••••• L••

NOVI, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 5, 2018 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•• N•••• R••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• N•••• R••• G••••• L••	Independent wealth	May 3, 2021	n/a	yes	NOVI, MI	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Sep 5, 2018	May 4, 2021	no	NOVI, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	T•• N•••• R••• G••••• L••	May 4, 2021	May 3, 2021	-1	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
705:312554:MI:2021-05-04	May 4, 2021	May 3, 2021	NOVI, MI	Firm change

Relationships

Registered with (2)

→ T•• N•••• R••• G••••• L••Registered adviserregistration: current employment
May 3, 2021 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Sep 5, 2018 to May 4, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 5, 2018
Last observed: Sep 14, 2026 9 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.