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.

Current firm

CONRAD SIEGEL INVESTMENT ADVISORS

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 10, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S65|S63

First exam

Mar 10, 1994

First registration

Mar 15, 2004

Dual registered

no

Other names

THOMAS J TERHAAR

IAPD individual key

2437229

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cd8b2588-2103-016f-fed4-e66c727b029c

First observed

Mar 15, 2004

Last observed

Sep 14, 2026 7 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.