DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

M•••••• J•••• G•••

Advisor at T•••••• P•••• F••••••••

FREDERICK, MD | Camp Hill, PA

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 graphsid dfx:ria:9d310d65-f91e-79e7-9c80-35d0590012ac

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 24, 2015 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•••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••• P•••• F••••••••	Independent wealth	Jul 19, 2023	n/a	yes	FREDERICK, MD\|Camp Hill, PA	Current employment
W•• A•••••••• L••	n/a	Oct 1, 2020	Mar 27, 2024	no	CAMP HILL, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•• A•••••••• L••	T•••••• P•••• F••••••••	Mar 27, 2024	Jul 19, 2023	-252	Firm change after gap	Other
H•••••• I••••••••• S•••••••• L••	W•• A•••••••• L••	Dec 9, 2021	Oct 1, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
309577:301282:PA:2024-03-27	Mar 27, 2024	Jul 19, 2023	CAMP HILL, PA	Firm change after gap
15708:159390:PA:2016-12-31	Dec 31, 2016	Feb 19, 2016	CAMP HILL, PA	Firm change after gap

Relationships

Registered with (4)

→ T•••••• P•••• F••••••••Registered adviserregistration: current employment
Jul 19, 2023 to presentfactForm ADV
→ W•• A•••••••• L••Registered adviserregistration: previous registration
Oct 1, 2020 to Mar 27, 2024factForm ADV
→ H•••••• I••••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 19, 2016 to Dec 9, 2021factForm ADV
→ C•••••••• F•••••••• G•••• A•••••••Registered adviser

Dated events

Occurred
Mar 27, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d310d65-f91e-79e7-9c80-35d0590012ac
First observed: Jan 24, 2015
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.