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

TFO FAMILY OFFICE PARTNERS

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

Jan 8, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jan 8, 1998

First registration

Apr 19, 2010

Dual registered

no

Other names

JIM THEODORE TEGELER|James Tegeler|Jim Tegeler

IAPD individual key

2976931

• Occurred

  Jan 5, 2022
  Advisor changed firm

  James Theodore Tegeler left Lnw for Tfo Family Office Partners (registered 2022-03-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8790de68-125f-b056-cbda-cd205a13f036

First observed

Apr 19, 2010

Last observed

Sep 14, 2026 5 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.