DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

D•••• J• R••••••

Advisor at T•••• W••••• M•••••••••

GROSSE POINTE SHORES, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 8, 2023 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•••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• W••••• M•••••••••	State registered	Feb 1, 2024	n/a	yes	GROSSE POINTE SHORES, MI	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Mar 8, 2023	Aug 22, 2023	no	BIRMINGHAM, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	T•••• W••••• M•••••••••	Aug 22, 2023	Feb 1, 2024	163	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ T•••• W••••• M•••••••••Registered adviserregistration: current employment
Feb 1, 2024 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Mar 8, 2023 to Aug 22, 2023factForm ADV

Dated events

Occurred
Aug 22, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 8, 2023
Last observed: Sep 14, 2026 9 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.