DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner34 years in industry

T••••• J• D•••••

Advisor at F•••••••• T•••••••••

Rochester Hills, MI

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Search this name across graphsid dfx:ria:42afdf49-a046-08ab-bb42-4570b5f384ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 27, 2010 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: F•••••••• T•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• T•••••••••	Independent wealth	Mar 27, 2025	n/a	yes	Rochester Hills, MI	Current employment
E••••••••• F•••••• L••	Former SEC adviser	May 9, 2018	Mar 14, 2025	no	Rochester, MI\|Rochester Hills, MI\|LARGO, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••••••• F•••••• L••	F•••••••• T•••••••••	Mar 14, 2025	Mar 27, 2025	13	Firm change	RIA to RIA
T•••••• E••••••••• • P••••••••• I•••	E••••••••• F•••••• L••	Jun 27, 2018	May 9, 2018

Relationships

Registered with (3)

→ F•••••••• T•••••••••Registered adviserregistration: current employment
Mar 27, 2025 to presentfactForm ADV
→ E••••••••• F•••••• L••Registered adviserregistration: previous registration
May 9, 2018 to Mar 14, 2025factForm ADV
→ T•••••• E••••••••• • P••••••••• I•••Registered adviserregistration: previous registration
Jan 27, 2010 to Jun 27, 2018factForm ADV

Dated events

Occurred
Mar 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42afdf49-a046-08ab-bb42-4570b5f384ca
First observed: Jan 27, 2010
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.