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.

Current firm

TBG-BEDFORD GROUP LLC

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

Sep 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Feb 27, 2017

First registration

Apr 28, 2017

Dual registered

yes, broker-dealer

Other names

Julio Cesar Mendez|Julio C Mendez|Julio Mendez

IAPD individual key

6739857

• Occurred

  May 19, 2026
  Advisor changed firm

  Julio Mendez left Ameriprise Financial Services, Llc for Tbg-Bedford Group Llc (registered 2026-05-04)

  Form ADVobserved 5 days ago
• Occurred

  Apr 17, 2023
  Advisor changed firm

  Julio Mendez left Edward Jones for Ameriprise Financial Services, Llc (registered 2023-04-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:727ff8f6-c726-8d7e-04ec-e5fca55a6e76

First observed

Apr 28, 2017

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.