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.

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Registered advisor

T••• J• J•••••

E••••• J••••national BDWisconsin Rapids, Widual registrantIAPD 1743904

Feed of 09/14/2026

Also filed as Teri Jo Kuhl

At current firm

1 y

since Jan 30, 2025

In the industry

23 y

since Jan 1, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

E••••• J•••• national BD current
since Jan 30, 2025 · Wisconsin Rapids, Wi
A••••••••• F•••••••• S•••••••• L•• national BD
Apr 21, 2023 to Jan 23, 2025 · Wisconsin Rapids, Wi
T••••••• I••••••••• M••••••••• I••• BD affiliated
Sep 5, 2018 to Apr 21, 2023 · Madison, Wi

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to E••••• J••••
left Jan 23, 2025, registered Jan 30, 2025 (7 days) · Affiliated broker-dealer or bank to another
T••••••• I••••••••• M••••••••• I••• to A••••••••• F•••••••• S•••••••• L••
left Apr 21, 2023, registered Apr 21, 2023 (0 days) · Affiliated broker-dealer or bank to another

Signals

T••• J• J••••• left A••••••••• F•••••••• S•••••••• L•• for E••••• J•••• (registered 2025-01-30)
Jan 23, 2025 · Advisor changed firm · fact
T••• J• J••••• left T••••••• I••••••••• M••••••••• I••• for A••••••••• F•••••••• S•••••••• L•• (registered 2023-04-21)
Apr 21, 2023 · 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: National broker-dealer RIAderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address