DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

J••••••• P•••••• W••••

Advisor at F•••••••• T•••••••••

GREENSBORO, NC | Mancelona, MI

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Search this name across graphsid dfx:ria:8829c463-dd03-7b76-284d-755552705b6e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 23, 2012 to Sep 15, 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: F•••••••• T•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• T•••••••••	Independent wealth	Jul 13, 2018	n/a	yes	GREENSBORO, NC\|Mancelona, MI	Current employment
T•••••• E••••••••• • P••••••••• I•••	Institutional manager	May 23, 2012	Sep 4, 2018	no	TROY, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• E••••••••• • P••••••••• I•••	F•••••••• T•••••••••	Sep 4, 2018	Jul 13, 2018	-53	Firm change after gap	Other

Relationships

Registered with (2)

→ F•••••••• T•••••••••Registered adviserregistration: current employment
Jul 13, 2018 to presentfactForm ADV
→ T•••••• E••••••••• • P••••••••• I•••Registered adviserregistration: previous registration
May 23, 2012 to Sep 4, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8829c463-dd03-7b76-284d-755552705b6e
First observed: May 23, 2012
Last observed: Sep 15, 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.