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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

S••••• J••••• D••••

Advisor at T•• F•••••••• A•••••••• L••

PORTLAND, OR

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Search this name across graphsid dfx:ria:aee3a3ca-1a5d-1b89-fe85-bf1044b12d2d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 17, 2017 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•• F•••••••• A•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T•• F•••••••• A•••••••• L••	Mixed wealth	Aug 30, 2022	n/a	yes	PORTLAND, OR	Current employment
F•••••••• I••••••••• T••• ••••••	Independent wealth	Apr 27, 2021	Aug 9, 2022	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• I••••••••• T••• ••••••	T•• F•••••••• A•••••••• L••	Aug 9, 2022	Aug 30, 2022	21	Firm change	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	F•••••••• I••••••••• T••• ••••••	Oct 21, 2020

Relationships

Registered with (4)

→ T•• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Aug 30, 2022 to presentfactForm ADV
→ F•••••••• I••••••••• T••• ••••••Registered adviserregistration: previous registration
Apr 27, 2021 to Aug 9, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 7, 2018 to Oct 21, 2020factForm ADV
→ W•••••• • R•••

Dated events

Occurred
Aug 9, 2022
Advisor changed firm
S••••• J••••• D•••• left F•••••••• I••••••••• T••• •••••• for T•• F•••••••• A•••••••• L•• (registered 2022-08-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aee3a3ca-1a5d-1b89-fe85-bf1044b12d2d
First observed: Aug 17, 2017
Last observed: Sep 14, 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.