DFX Intelligence

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

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RIA / WealthAdvisor36 years in industry

T••••• J••••• G•••••••

Advisor at F•••••••• T•••••••••

GREENSBORO, NC | Pittsfield, MA

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Search this name across graphsid dfx:ria:58e40a05-f41e-1c66-9e3b-9a1cb451e55b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 10, 2002 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: F•••••••• T•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• T•••••••••	Independent wealth	Jul 24, 2018	n/a	yes	Pittsfield, MA\|GREENSBORO, NC	Current employment
T•••••• E••••••••• • P••••••••• I•••	Institutional manager	Apr 10, 2002	Sep 4, 2018	no	PITTSFIELD, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• E••••••••• • P••••••••• I•••	F•••••••• T•••••••••	Sep 4, 2018	Jul 24, 2018	-42	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
108249:297713:MA:2018-09-04	Sep 4, 2018	Jul 24, 2018	PITTSFIELD, MA	Firm change after gap

Relationships

Registered with (2)

→ F•••••••• T•••••••••Registered adviserregistration: current employment
Jul 24, 2018 to presentfactForm ADV
→ T•••••• E••••••••• • P••••••••• I•••Registered adviserregistration: previous registration
Apr 10, 2002 to Sep 4, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58e40a05-f41e-1c66-9e3b-9a1cb451e55b
First observed: Apr 10, 2002
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.