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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

J••••••• P••••• B•••••

Advisor at T•• J••••• G•••• C•••••• M•••••••••

COLUMBUS, OH

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Search this name across graphsid dfx:ria:f2dd36c2-c585-7cbd-543d-9a878db6cab1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 13, 2018 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•• J••••• G•••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T•• J••••• G•••• C•••••• M•••••••••	Independent wealth	Nov 25, 2025	n/a	yes	COLUMBUS, OH	Current employment
R•••• F••••••••• L••	Independent wealth	Nov 13, 2018	Nov 7, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• F••••••••• L••	T•• J••••• G•••• C•••••• M•••••••••	Nov 7, 2025	Nov 25, 2025	18	Firm change	RIA to RIA

Relationships

Registered with (2)

→ T•• J••••• G•••• C•••••• M•••••••••Registered adviserregistration: current employment
Nov 25, 2025 to presentfactForm ADV
→ R•••• F••••••••• L••Registered adviserregistration: previous registration
Nov 13, 2018 to Nov 7, 2025factForm ADV

Dated events

Occurred
Nov 7, 2025
Advisor changed firm
J••••••• P••••• B••••• left R•••• F••••••••• L•• for T•• J••••• G•••• C•••••• M••••••••• (registered 2025-11-25)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2dd36c2-c585-7cbd-543d-9a878db6cab1
First observed: Nov 13, 2018
Last observed: Sep 14, 2026 7 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.