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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

T••••• J••••• B••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Marshfield, WI | Rhinelander, WI

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Search this name across graphsid dfx:ria:5a575339-8955-b515-5148-a7566bc244c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 12, 2008 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 12, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Dec 7, 2018	n/a	yes	Rhinelander, WI\|Marshfield, WI	Current employment
F•••••••• F•••• A•••••••• L••	Former SEC adviser	Jul 24, 2012	Feb 1, 2019	no	WAUSAU, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• F•••• A•••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Feb 1, 2019	Dec 7, 2018	-56	Firm change after gap	RIA to ibd
A••••••• M••••••••• G•••• I••	F•••••••• F•••• A•••••••• L••	Aug 23, 2012	Jul 24, 2012

Relationships

Registered with (3)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Dec 7, 2018 to presentfactForm ADV
→ F•••••••• F•••• A•••••••• L••Registered adviserregistration: previous registration
Jul 24, 2012 to Feb 1, 2019factForm ADV
→ A••••••• M••••••••• G•••• I••Registered adviserregistration: previous registration
Nov 12, 2008 to Aug 23, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a575339-8955-b515-5148-a7566bc244c7
First observed: Nov 12, 2008
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.