DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

C••••••••• J••••• J••••••

Advisor at T••••••• F•••••••• S•••••••• I•••

Chambersburg, PA

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Search this name across graphsid dfx:ria:e728b369-a662-0a44-9c9d-8a1c7928538a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2012 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••••••• F•••••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 14, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• F•••••••• S•••••••• I•••	Independent wealth	Jan 4, 2017	n/a	yes	Chambersburg, PA	Current employment
I•••••••• I••••••••• M•••••••••	Independent wealth	Oct 31, 2013	Feb 22, 2014	no	CAMP HILL, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••••• I••••••••• M•••••••••	T••••••• F•••••••• S•••••••• I•••	Feb 22, 2014	Jan 4, 2017	1,047	Firm change after gap	Other
T••• F•••••••• M•••••••	I•••••••• I••••••••• M•••••••••	Dec 31, 2013	Oct 31, 2013

Relationships

Registered with (3)

→ T••••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Jan 4, 2017 to presentfactForm ADV
→ I•••••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Oct 31, 2013 to Feb 22, 2014factForm ADV
→ T••• F•••••••• M•••••••Registered adviserregistration: previous registration
Mar 14, 2012 to Dec 31, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e728b369-a662-0a44-9c9d-8a1c7928538a
First observed: Mar 14, 2012
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.