DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••• L••••••• T••••

C•••••••• I••••••••• R••••••• A•••••••• I•••BD affiliatedGrand Rapids, Mi dual registrantIAPD 1087652

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Larry T••••

At current firm

1 y

since Dec 16, 2024

In the industry

43 y

since Jan 7, 1983 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated current
since Dec 16, 2024 · Grand Rapids, Mi
A••••••• P••••••••• A•••••••• I•• former
Feb 16, 2010 to Oct 19, 2012
S•••••••• F••••••••• I••• former
Feb 2, 2010 to Feb 17, 2010 · Williamsburg, Mi
R•••• I••••••••• A••••••• L•• BD affiliated
May 10, 2007 to Dec 23, 2024 · Kentwood, Mi

Moves

a registration end followed by a registration begin elsewhere

R•••• I••••••••• A••••••• L•• to S•••••••• F••••••••• I•••
left Dec 23, 2024, registered Feb 2, 2010 (-5438 days) · Other
A••••••• P••••••••• A•••••••• I•• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Oct 19, 2012, registered Dec 16, 2024 (4441 days) · Other
S•••••••• F••••••••• I••• to A••••••• P••••••••• A•••••••• I••
left Feb 17, 2010, registered Feb 16, 2010 (-1 days) · Other

Signals

J••••• L••••••• T•••• left R•••• I••••••••• A••••••• L•• for S•••••••• F••••••••• I••• (registered 2010-02-02)
Dec 23, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 43derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address