DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

J••• J••••• F•••••••••

Advisor at T• P•••••• C••••• W••••• L••

EXTON, PA | Marlton, NJ

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Search this name across graphsid dfx:ria:8b3bb469-31a8-4788-70bf-f2035200e01d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 1, 2014 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: T• P•••••• C••••• W••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 3, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• P•••••• C••••• W••••• L••	Bd affiliated wealth	Oct 17, 2022	n/a	yes	Marlton, NJ\|EXTON, PA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Nov 29, 2021	Oct 4, 2022	no	DOYLESTOWN, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	T• P•••••• C••••• W••••• L••	Oct 4, 2022	Oct 17, 2022	13	Firm change	Wirehouse to ibd
C••••••• P•••••• W•••••	C••••••• S••••••••• I•••	Nov 29, 2021	Aug 20, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
39550:106743:PA:2020-01-06	Jan 6, 2020	Feb 10, 2020	CONSHOHOCKEN, PA	Firm change

Relationships

Registered with (4)

→ T• P•••••• C••••• W••••• L••Registered adviserregistration: current employment
Oct 17, 2022 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 29, 2021 to Oct 4, 2022factForm ADV
→ C••••••• P•••••• W•••••Registered adviserregistration: previous registration
Feb 10, 2020 to Nov 29, 2021factForm ADV
→ C••••••• S••••••••• I•••

Dated events

Occurred
Oct 4, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b3bb469-31a8-4788-70bf-f2035200e01d
First observed: Apr 1, 2014
Last observed: Sep 15, 2026 8 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.