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

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RIA / WealthAdvisor32 years in industry

J••••••• T••••••

Advisor at T•••••• I••••••••• A•••••••• L••

MENLO PARK, CA

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Search this name across graphsid dfx:ria:64a0155e-2196-f293-58ae-a3d45ac314d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 10, 2001 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: T•••••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 30, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••• I••••••••• A•••••••• L••	Independent wealth	Jul 28, 2003	n/a	yes	MENLO PARK, CA	Current employment
O•• C•••••• M••••••••• L••	Independent wealth	Oct 10, 2001	Apr 12, 2004	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
O•• C•••••• M••••••••• L••	T•••••• I••••••••• A•••••••• L••	Apr 12, 2004	Jul 28, 2003	-259	Firm change after gap	Other

Relationships

Registered with (2)

→ T•••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Jul 28, 2003 to presentfactForm ADV
→ O•• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 10, 2001 to Apr 12, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64a0155e-2196-f293-58ae-a3d45ac314d4
First observed: Oct 10, 2001
Last observed: Sep 14, 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.