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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

T••••• P••• J••••

Advisor at L•• F•••••••• L••

CHERRY HILL, NJ

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Search this name across graphsid dfx:ria:e16015c4-0435-1720-d62f-4b09e9468f77

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 27, 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
L•• F•••••••• L••	Bd affiliated wealth	Jun 24, 2024	n/a	yes	CHERRY HILL, NJ	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Sep 11, 2019	Jun 26, 2024	no	SCOTTSDALE, AZ\|NEWFIELD, NJ\|Cherry Hill, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	L•• F•••••••• L••	Jun 26, 2024	Jun 24, 2024	-2	Firm change	Ibd to ibd
I••••••••• A••••••• A•••• M••••••••• L••	O•••• W•••••• I•••	Jun 30, 2020	Sep 11, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:6413:NJ:2024-06-24	Jun 26, 2024	Jun 24, 2024	CHERRY HILL, NJ	Firm change
128716:23131:NJ:2020-06-30	Jun 30, 2020	Sep 11, 2019	VINELAND, NJ	Firm change after gap

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Jun 24, 2024 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Sep 11, 2019 to Jun 26, 2024factForm ADV
→ I••••••••• A••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jul 27, 2016 to Jun 30, 2020factForm ADV

Dated events

Occurred
Jun 26, 2024
Advisor changed firm
T••••• P••• J•••• left O•••• W•••••• I••• for L•• F•••••••• L•• (registered 2024-06-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e16015c4-0435-1720-d62f-4b09e9468f77
First observed: Jul 27, 2016
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.