DFX Intelligence

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

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RIA / WealthAdvisor38 years in industry

T••••• J••••• P••••••

Advisor at T•••••• P•••• F••••••••

FREDERICK, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:65f3d8d8-72eb-3940-2679-617e7e7403ba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 22, 2005 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•••••• P•••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 13, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••• P•••• F••••••••	Independent wealth	Jan 3, 2025	n/a	yes	FREDERICK, MD	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jan 17, 2013	Jul 23, 2019	no	FREDERICK, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	T•••••• P•••• F••••••••	Jul 23, 2019	Jan 3, 2025	1,991	Firm change after gap	Ibd to RIA
P••••••••• S••••••••• C•••••••••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Feb 1, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:301282:MD:2019-07-23	Jul 23, 2019	Jan 3, 2025	FREDERICK, MD	Firm change after gap

Relationships

Registered with (3)

→ T•••••• P•••• F••••••••Registered adviserregistration: current employment
Jan 3, 2025 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 17, 2013 to Jul 23, 2019factForm ADV
→ P••••••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Sep 22, 2005 to Feb 1, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:65f3d8d8-72eb-3940-2679-617e7e7403ba
First observed: Sep 22, 2005
Last observed: Sep 14, 2026 9 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.