J•••• J• T•••

Advisor at M••••• S••••••

Utica, NY

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:d39f314c-e764-90b4-fc8f-d31f35237978

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 27, 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Sep 22, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Nov 1, 2024	n/a	yes	Utica, NY	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Dec 7, 2018	Nov 7, 2024	no	New Hartford, NY\|SENTRY PARK, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	M••••• S••••••	Nov 7, 2024	Nov 1, 2024	-6	Firm change	RIA to wirehouse
M• G••••••• I••••••••• S•••••••• I•••	R••••• W• B•••• • C•• I•••••••••	Dec 12, 2018	Dec 7, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
2078:8158:NY:2018-12-12	Dec 12, 2018	Dec 7, 2018	NEW HARTFORD, NY	Firm change

Relationships

Registered with (5)

→ M••••• S••••••Registered adviserregistration: current employment
Nov 1, 2024 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Dec 7, 2018 to Nov 7, 2024factForm ADV
→ M• G••••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 19, 2012 to Dec 12, 2018factForm ADV
→ H••• S••••••••• •••• I•••

Dated events

Occurred
Nov 7, 2024
Advisor changed firm
J•••• J• T••• left R••••• W• B•••• • C•• I••••••••• for M••••• S•••••• (registered 2024-11-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d39f314c-e764-90b4-fc8f-d31f35237978
First observed: Nov 27, 2007
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.