J••• N• A••••••

Advisor at T• R••• P•••• A••••••••• I•••

Chicago, IL

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 15, 2017 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• R••• P•••• A••••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• R••• P•••• A••••••••• I•••	Asset manager	Sep 25, 2025	n/a	yes	Chicago, IL	Current employment
N••••• A•••• M••••••••• L••	Mixed wealth	Feb 28, 2020	Sep 8, 2025	no	CHICAGO, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••• A•••• M••••••••• L••	T• R••• P•••• A••••••••• I•••	Sep 8, 2025	Sep 25, 2025	17	Firm change	Other
E••••• J••••	N••••• A•••• M••••••••• L••	Feb 17, 2020	Feb 28, 2020

Relationships

Registered with (3)

→ T• R••• P•••• A••••••••• I•••Registered adviserregistration: current employment
Sep 25, 2025 to presentfactForm ADV
→ N••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Feb 28, 2020 to Sep 8, 2025factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Dec 15, 2017 to Feb 17, 2020factForm ADV

Dated events

Order

Occurred
8 Sep 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 15, 2017
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.