DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

A•••• M• J•••••••

Advisor at T••••••• B•••••• A•• R••••••••• A•••••••

Slingerlands, NY | RENSSELAER, NY

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Search this name across graphsid dfx:ria:d87b65b4-2c12-5089-864f-6ae1778ac987

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 9, 2008 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••••••• B•••••• A•• R••••••••• A•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• B•••••• A•• R••••••••• A•••••••	Institutional manager	Aug 27, 2024	n/a	yes	RENSSELAER, NY\|Slingerlands, NY	Current employment
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Apr 22, 2010	Sep 24, 2010	no	LATHAM, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• A•• P••••••• S•••••••	T••••••• B•••••• A•• R••••••••• A•••••••	Sep 24, 2010	Aug 27, 2024	5,086	Firm change after gap	Other
N•• A•••••••• I•••	A••••• A•• P••••••• S•••••••	Feb 26, 2010	Apr 22, 2010

Relationships

Registered with (3)

→ T••••••• B•••••• A•• R••••••••• A•••••••Registered adviserregistration: current employment
Aug 27, 2024 to presentfactForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Apr 22, 2010 to Sep 24, 2010factForm ADV
→ N•• A•••••••• I•••Registered adviserregistration: previous registration
Jul 9, 2008 to Feb 26, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d87b65b4-2c12-5089-864f-6ae1778ac987
First observed: Jul 9, 2008
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.