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

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

T•••••• J•••• M••••••

Advisor at F••••••

SAN FRANCISCO, CA | BAKERSFIELD, CA

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Search this name across graphsid dfx:ria:ec59ed5d-bd1a-ccc2-026d-d9a8362c3970

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Oct 30, 2001 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 20, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Oct 18, 2024	n/a	yes	BAKERSFIELD, CA\|SAN FRANCISCO, CA	Current employment
S••••••• A•••• M••••••• L•••••	Independent wealth	Mar 28, 2024	Nov 8, 2024	no	Bakersfield, CA\|PASADENA, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••• A•••• M••••••• L•••••	F••••••	Nov 8, 2024	Oct 18, 2024	-21	Firm change	RIA to RIA
D••••••	S••••••• A•••• M••••••• L•••••	Mar 28, 2024	Mar 28, 2024

Relationships

Registered with (5)

→ F••••••Registered adviserregistration: current employment
Oct 18, 2024 to presentfactForm ADV
→ S••••••• A•••• M••••••• L•••••Registered adviserregistration: previous registration
Mar 28, 2024 to Nov 8, 2024factForm ADV
→ D••••••Registered adviserregistration: previous registration
Mar 14, 2019 to Mar 28, 2024factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Dated events

Occurred
Nov 8, 2024
Advisor changed firm
T•••••• J•••• M•••••• left S••••••• A•••• M••••••• L••••• for Farther (registered 2024-10-18)
Form ADVobserved 7 days ago
Occurred
Mar 28, 2024
Advisor changed firm
T•••••• J•••• M•••••• left Dynamic for S••••••• A•••• M••••••• L••••• (registered 2024-03-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec59ed5d-bd1a-ccc2-026d-d9a8362c3970
First observed: Oct 30, 2001
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.