DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

P••• J••••• M•••••••

Advisor at T•••• R••••• C••••••

LINTHICUM HEIGHTS, MD

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 10, 2006 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•••• R••••• C••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 25, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••• R••••• C••••••	State registered	Mar 25, 2022	n/a	yes	LINTHICUM HEIGHTS, MD	Current employment
A•••••• A••••••• S•••••••	Former SEC adviser	Dec 19, 2014	Dec 31, 2017	no	LINTHICUM, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• A••••••• S•••••••	T•••• R••••• C••••••	Dec 31, 2017	Mar 25, 2022	1,545	Firm change after gap	Other
C•••••••• I••••••••• R••••••• A•••••••• I•••	A•••••• A••••••• S•••••••	Dec 23, 2014	Dec 19, 2014

Relationships

Registered with (4)

→ T•••• R••••• C••••••Registered adviserregistration: current employment
Mar 25, 2022 to presentfactForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Dec 19, 2014 to Dec 31, 2017factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 11, 2014 to Dec 23, 2014factForm ADV
→ T••••••• I••••••••• M••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 10, 2006
Last observed: Sep 14, 2026 10 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.