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

T••••• E• C•••••••••

C••••••• S••••••••• I•••BD affiliatedMarstons Mills, Ma dual registrantIAPD 2466091

Feed of 09/15/2026

Also filed as T••••• E Cypoliski

At current firm

5 y

since Mar 18, 2021

In the industry

32 y

since May 12, 1994 (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••••••• S••••••••• I••• BD affiliated current
since Mar 18, 2021 · Johnston, Ri
E•••• S••••••••• L•• BD affiliated
Feb 23, 2017 to Mar 26, 2021 · Hyannis, Ma
A••••••••• F•••••••• S•••••••• L•• national BD
Aug 27, 2015 to Nov 12, 2015 · Osterville, Ma
J•• C•••••• A•••••••• L•• former
Nov 15, 2011 to Aug 14, 2015 · Osterville, Ma
R•• C•••••• M••••••• L•• national BD
Feb 12, 2004 to Oct 27, 2011 · Osterville, Ma
W•••• F•••• A••••••• wirehouse
Oct 13, 2000 to Feb 27, 2003 · Hyannis, Ma

Moves

a registration end followed by a registration begin elsewhere

E•••• S••••••••• L•• to C••••••• S••••••••• I•••
left Mar 26, 2021, registered Mar 18, 2021 (-8 days) · Affiliated broker-dealer or bank to another
A••••••••• F•••••••• S•••••••• L•• to E•••• S••••••••• L••
left Nov 12, 2015, registered Feb 23, 2017 (469 days) · Other
J•• C•••••• A•••••••• L•• to A••••••••• F•••••••• S•••••••• L••
left Aug 14, 2015, registered Aug 27, 2015 (13 days) · Other · moved with a team
R•• C•••••• M••••••• L•• to J•• C•••••• A•••••••• L••
left Oct 27, 2011, registered Nov 15, 2011 (19 days) · Other
W•••• F•••• A••••••• to R•• C•••••• M••••••• L••
left Feb 27, 2003, registered Feb 12, 2004 (350 days) · Wirehouse to affiliated broker-dealer or bank

Signals

No dated event on this person.

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: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address