DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorChartered Financial Consultant24 years in industry

M••• D••• J•••••

Advisor at T•• E••••••• T•••

SEATTLE, WA

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:b73d497a-3f93-f5fc-579e-d40222975c0a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 3, 2002 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•• E••••••• T•••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Feb 14, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• E••••••• T•••	Former SEC adviser	Oct 14, 2025	n/a	yes	SEATTLE, WA	Current employment
T•• E••••••• T•••	Former SEC adviser	Jul 23, 2024	Jul 1, 2025	no	Mill Creek, WA\|SEATTLE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••••• R••• L••	T•• E••••••• T•••	Feb 18, 2022	Jul 23, 2024	886	Firm change after gap	RIA to new firm
A••••••••• B•••••• F•••••••• S••••••• I••	V••••••• R••• L••	Feb 22, 2018	Mar 29, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
105458:171332:WA:2018-02-22	Feb 22, 2018	Mar 29, 2017	BELLEVUE, WA	Firm change after gap

Relationships

Registered with (4)

→ T•• E••••••• T•••Registered adviserregistration: previous registration
Jul 23, 2024 to Jul 1, 2025factForm ADV
→ V••••••• R••• L••Registered adviserregistration: previous registration
Jul 8, 2020 to Feb 18, 2022factForm ADV
→ A••••••••• B•••••• F•••••••• S••••••• I••Registered adviserregistration: previous registration
Apr 4, 2011 to Feb 22, 2018factForm ADV
→ T••••••••• W•••••

Dated events

Occurred
Feb 18, 2022
Advisor changed firm
M••• D••• J••••• left V••••••• R••• L•• for T•• E••••••• T••• (registered 2024-07-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b73d497a-3f93-f5fc-579e-d40222975c0a
First observed: Oct 3, 2002
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.