DFX Intelligence

C••••••••• J••••• B••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

C••••••••• J••••• B••

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

FORT WASHINGTON, PA

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Search this name across graphsid dfx:ria:dbebbe14-74b8-da51-bae0-8fa5986c2ebd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 19, 2016 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: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• C•••••• M••••••••• L••	Independent wealth	Oct 6, 2020	n/a	yes	FORT WASHINGTON, PA	Current employment
E•••••••• A•••••••	Former SEC adviser	Oct 30, 2017	Aug 13, 2020	no	MASON, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••	T••••• C•••••• M••••••••• L••	Aug 13, 2020	Oct 6, 2020	54	Firm change	RIA to RIA
1••• A•••••••	E•••••••• A•••••••	Oct 20, 2017	Oct 30, 2017

Relationships

Registered with (3)

→ T••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Oct 6, 2020 to presentfactForm ADV
→ E•••••••• A•••••••Registered adviserregistration: previous registration
Oct 30, 2017 to Aug 13, 2020factForm ADV
→ 1••• A•••••••Registered adviserregistration: previous registration
Jun 24, 2016 to Oct 20, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dbebbe14-74b8-da51-bae0-8fa5986c2ebd
First observed: Apr 19, 2016
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.