DFX Intelligence

T••••••• M•••••• S••••••• H•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

T••••••• M•••••• S••••••• H•••••••••

Advisor at J•••••• A• D•••••• F•••••••• G••••• I•••

MAPLE GROVE, MN | Northfield, MN

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Search this name across graphsid dfx:ria:50d64418-fdf4-ff1b-1357-c139f233bfd3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 6, 2013 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: J•••••• A• D•••••• F•••••••• G••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 8, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• A• D•••••• F•••••••• G••••• I•••	State registered	Jun 16, 2025	n/a	yes	Northfield, MN\|MAPLE GROVE, MN	Current employment
U••• B•••••• I••••••••• I•••	Former SEC adviser	Nov 15, 2018	Dec 13, 2019	no	Saint Paul, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••• B•••••• I••••••••• I•••	J•••••• A• D•••••• F•••••••• G••••• I•••	Dec 13, 2019	Jun 16, 2025	2,012	Firm change after gap	Ibd to state RIA
C••••••••• F•••••••• N••••••	U••• B•••••• I••••••••• I•••	Jun 20, 2018	Nov 15, 2018

Relationships

Registered with (6)

→ J•••••• A• D•••••• F•••••••• G••••• I•••Registered adviserregistration: current employment
Jun 16, 2025 to presentfactForm ADV
→ U••• B•••••• I••••••••• I•••Registered adviserregistration: previous registration
Nov 15, 2018 to Dec 13, 2019factForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Aug 3, 2017 to Jun 20, 2018factForm ADV
→ W•••••• • R•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50d64418-fdf4-ff1b-1357-c139f233bfd3
First observed: May 6, 2013
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.