DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

M••• J•••• D•••••••

Advisor at T•• E••••• P••••••• T•••• I•••

MIDDLEBURG HEIGHTS, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 1:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 19, 2005 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•• E••••• P••••••• T•••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 19, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• E••••• P••••••• T•••• I•••	State registered	Jun 16, 2014	n/a	yes	MIDDLEBURG HEIGHTS, OH	Current employment
E•••• F•••••••• G••••• I•••	Independent wealth	May 3, 2011	Jun 12, 2014	no	WESTLAKE, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• F•••••••• G••••• I•••	T•• E••••• P••••••• T•••• I•••	Jun 12, 2014	Jun 16, 2014	4	Firm change	RIA to state RIA
L•• F•••••••• L••	E•••• F•••••••• G••••• I•••	Dec 21, 2011	May 3, 2011

Relationships

Registered with (3)

→ T•• E••••• P••••••• T•••• I•••Registered adviserregistration: current employment
Jun 16, 2014 to presentfactForm ADV
→ E•••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
May 3, 2011 to Jun 12, 2014factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Dec 19, 2005 to Dec 21, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 19, 2005
Last observed: Sep 14, 2026 10 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.