DFX Intelligence

T••••• J••••• Z••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor30 years in industry

T••••• J••••• Z••••••

Advisor at T••••• C•••••• M••••••••• L••

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:d1747886-22f0-36a4-0bc6-fcaa688d6594

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 9, 1999 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••••• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 23, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 26derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• C•••••• M••••••••• L••	State registered	Nov 9, 1999	n/a	yes	SCOTTSDALE, AZ	Current employment
T••••• C•••••• M••••••••• L••	State registered	Nov 9, 1999	Dec 31, 2006	no	n/a

Relationships

Registered with (1)

→ T••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 9, 1999 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1747886-22f0-36a4-0bc6-fcaa688d6594
First observed: Nov 9, 1999
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.