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

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RIA / WealthAdvisor26 years in industry

T•••••• J••••• T•••••

Advisor at T••••• C•••••• M•••••••••

MARTINSBURG, WV

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Search this name across graphsid dfx:ria:4b8b3fcb-23c5-cd2d-71ca-e68abdb693c0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 18, 2000 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••••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 25, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• C•••••• M•••••••••	Independent wealth	Aug 26, 2008	n/a	yes	MARTINSBURG, WV	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Dec 18, 2000	Aug 7, 2008	no	FREDERICK, MD\|FREDERICK, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	T••••• C•••••• M•••••••••	Aug 7, 2008	Aug 26, 2008	19	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ T••••• C•••••• M•••••••••Registered adviserregistration: current employment
Aug 26, 2008 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 18, 2000 to Aug 7, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b8b3fcb-23c5-cd2d-71ca-e68abdb693c0
First observed: Dec 18, 2000
Last observed: Sep 14, 2026 8 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.