DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner9 years in industry

J••••••• V•••••••••

Advisor at T•• I••••••••• A•••• M••••••••• 2• L••

PORTLAND, OR | Littleton, CO

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Search this name across graphsid dfx:ria:57c48a8c-fa3f-36fe-0f45-4057c4d5d600

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 22, 2021 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•• I••••••••• A•••• M••••••••• 2• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2016earliest registration or exam on IAPD
Years in industry: 9derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• I••••••••• A•••• M••••••••• 2• L••	Independent wealth	Jun 24, 2026	n/a	yes	Littleton, CO\|PORTLAND, OR	Current employment
P•••• C•••••• F••••••••	Mixed wealth	Mar 22, 2021	Jan 20, 2022	no	Denver, CO\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• C•••••• F••••••••	T•• I••••••••• A•••• M••••••••• 2• L••	Jan 20, 2022	Jun 24, 2026	1,616	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ T•• I••••••••• A•••• M••••••••• 2• L••Registered adviserregistration: current employment
Jun 24, 2026 to presentfactForm ADV
→ P•••• C•••••• F••••••••Registered adviserregistration: previous registration
Mar 22, 2021 to Jan 20, 2022factForm ADV

Dated events

Occurred
Jan 20, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57c48a8c-fa3f-36fe-0f45-4057c4d5d600
First observed: Mar 22, 2021
Last observed: Sep 15, 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.