DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

M••••• J••• F••••••

Advisor at T•••• C•••••• W••••• M••••••••• I••

Glenview, IL | ST. CHARLES, IL

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Search this name across graphsid dfx:ria:53cc8580-eb51-d500-832b-93929a7fecc7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 24, 2001 to Sep 15, 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•••••• W••••• M••••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• C•••••• W••••• M••••••••• I••	Independent wealth	Apr 2, 2024	n/a	yes	ST. CHARLES, IL\|Glenview, IL	Current employment
C•••••• P•••• F•••••••• G••••• L•••	Former SEC adviser	Sep 8, 2017	Jan 8, 2024	no	Glenview, IL\|GLENVIEW, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• P•••• F•••••••• G••••• L•••	T•••• C•••••• W••••• M••••••••• I••	Jan 8, 2024	Apr 2, 2024	85	Firm change	RIA to RIA
L•• F•••••••• L••	C•••••• P•••• F•••••••• G••••• L•••	Aug 16, 2016	Sep 8, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
171867:142728:IL:2024-01-08	Jan 8, 2024	Apr 2, 2024	GLENVIEW, IL	Firm change

Relationships

Registered with (5)

→ T•••• C•••••• W••••• M••••••••• I••Registered adviserregistration: current employment
Apr 2, 2024 to presentfactForm ADV
→ C•••••• P•••• F•••••••• G••••• L•••Registered adviserregistration: previous registration
Sep 8, 2017 to Jan 8, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 11, 2013 to Aug 16, 2016factForm ADV
→ L•••••• S•• I••••••••• A•••••••• L•••••

Dated events

Occurred
Jan 8, 2024
Advisor changed firm
M••••• J••• F•••••• left C•••••• P•••• F•••••••• G••••• L••• for T•••• C•••••• W••••• M••••••••• I•• (registered 2024-04-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53cc8580-eb51-d500-832b-93929a7fecc7
First observed: Sep 24, 2001
Last observed: Sep 15, 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.