DFX Intelligence

T•••••• R• A••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

T•••••• R• A••••

Advisor at T•• I••••••• N•••••• W••••• A•••••••

HIGHLANDS, NJ

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Search this name across graphsid dfx:ria:f74747c2-4611-a384-9fda-1053d5869b6e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2022 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•• I••••••• N•••••• W••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• I••••••• N•••••• W••••• A•••••••	State registered	Jan 23, 2025	n/a	yes	HIGHLANDS, NJ	Current employment
P••• A••••• S••••••••• L••	Bd affiliated wealth	Aug 29, 2022	Feb 4, 2025	no	MIDDLETOWN, NJ\|WALL, NJ\|WALL, NJ\|ATLANTIC HIGHLANDS, NJ\|WALL, NJ\|MIDDLETOWN, NJ\|MANASQUAN, NJ\|HIGHLANDS, NJ\|HIGHLANDS, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• A••••• S••••••••• L••	T•• I••••••• N•••••• W••••• A•••••••	Feb 4, 2025	Jan 23, 2025	-12	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ T•• I••••••• N•••••• W••••• A•••••••Registered adviserregistration: current employment
Jan 23, 2025 to presentfactForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Aug 29, 2022 to Feb 4, 2025factForm ADV

Dated events

Occurred
Feb 4, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f74747c2-4611-a384-9fda-1053d5869b6e
First observed: Aug 29, 2022
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.