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.

Current firm

TOUCHSTONE ADVISORS INC

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 4, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Apr 25, 2024

First registration

Sep 4, 2014

Dual registered

yes, broker-dealer

Other names

Timothy James Pratt|Timothy Pratt

IAPD individual key

6080563

• Occurred

  Feb 4, 2025
  Advisor changed firm

  Timothy James Pratt left Charles Schwab & Co., Inc. for Touchstone Advisors Inc (registered 2025-01-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:46aff6b4-b0a3-5688-01fc-2ccad153167f

First observed

Sep 4, 2014

Last observed

Sep 14, 2026 7 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.