J•••• N••••

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

Medford , NJ

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: Feb 11, 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• R••• P•••• A••••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Feb 10, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom 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 10, 2026	n/a	yes	Medford , NJ	Current employment
B•••••••• F•••••••• M••••••••• I••	Other adviser	Jan 7, 2008	Sep 1, 2026	no	NEW YORK, NY\|PRINCETON, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• F•••••••• M••••••••• I••	T• R••• P•••• A••••••••• I•••	Sep 1, 2026	Sep 10, 2026	9	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B•••••••• F•••••••• M••••••••• I••	Nov 1, 2007	Jan 7, 2008

Relationships

Registered with (3)

→ T• R••• P•••• A••••••••• I•••Registered adviserregistration: current employment
Sep 10, 2026 to presentfactForm ADV
→ B•••••••• F•••••••• M••••••••• I••Registered adviserregistration: previous registration
Jan 7, 2008 to Sep 1, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 11, 2005 to Nov 1, 2007factForm ADV

Dated events

Order

Occurred
1 Sep 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 11, 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.