DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

J••••• R•••••• A••••

Advisor at T•• A•••• M••••••••• L••

UPPER ARLINGTON, OH

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Search this name across graphsid dfx:ria:c7c298ee-f3e7-7755-8dc5-a956bb03d650

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 5, 2007 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•• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• A•••• M••••••••• L••	Independent wealth	Jan 13, 2017	n/a	yes	UPPER ARLINGTON, OH	Current employment
T•••••••• C•••••• M••••••••• L••	n/a	Oct 28, 2014	Jan 13, 2017	no	COLUMBUS, OH\|GALENA, OH\|COLUMBUS, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••••• C•••••• M••••••••• L••	T•• A•••• M••••••••• L••	Jan 13, 2017	Jan 13, 2017	0	Firm change	Other
O••••••••• • C•• I•••	T•••••••• C•••••• M••••••••• L••	Oct 20, 2014	Oct 28, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
159431:286037:OH:2017-01-13	Jan 13, 2017	Jan 13, 2017	COLUMBUS, OH	Firm change

Relationships

Registered with (6)

→ T•• A•••• M••••••••• L••Registered adviserregistration: current employment
Jan 13, 2017 to presentfactForm ADV
→ T•••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 28, 2014 to Jan 13, 2017factForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Dec 5, 2013 to Oct 20, 2014factForm ADV
→ I••••• F•••••••• C•••••••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7c298ee-f3e7-7755-8dc5-a956bb03d650
First observed: Feb 5, 2007
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.