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RIA Intelligence
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Registered advisor
J•••• D••••• T••••••
Feed of 09/15/2026
Also filed as Jamie T••••••
At current firm
3 y
since Aug 8, 2023
In the industry
27 y
since Nov 6, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- C••••••••• I••••••••• A•••••••• L•• independent RIA currentsince Aug 8, 2023 · Fort Lauderdale, Fl
- W•••• F•••• A••••••• wirehouseNov 2, 2017 to Aug 7, 2023 · Ft Lauderdale, Fl
- M••••• S•••••• wirehouseJun 1, 2009 to Nov 2, 2017 · Ft. Lauderdale, Fl
- M••••• S•••••• • C•• L•• unclassifiedMay 2, 2008 to Jun 1, 2009 · Ft. Lauderdale, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 6, 1998 to May 7, 2008 · Fort Lauderdale, Fl
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to C••••••••• I••••••••• A•••••••• L••left Aug 7, 2023, registered Aug 8, 2023 (1 days) · Wirehouse to independent RIA · moved with a team
- M••••• S•••••• to W•••• F•••• A•••••••left Nov 2, 2017, registered Nov 2, 2017 (0 days) · Wirehouse to wirehouse · moved with a team
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S•••••• • C•• L••left May 7, 2008, registered May 2, 2008 (-5 days) · Other
Signals
- J•••• D••••• T•••••• left W•••• F•••• A••••••• for C••••••••• I••••••••• A•••••••• L•• (registered 2023-08-08)Aug 7, 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
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address