RIA Intelligence

Professional profile

linkedin.com/in/tj-doremus-04a1ba121reportedprestonwealthadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• P•••••• W••••• A•••••••• L••• independent RIA current
  since Apr 25, 2014 · Reston, Va
• P•••••• W••••• A•••••••• L••• independent RIA
  Dec 17, 2012 to Apr 23, 2014 · Reston, Va
• P•••••• W••••• M••••••••• L•• unclassified
  Jun 26, 2012 to Dec 17, 2012 · Boca Raton, Fl
• L•••• M•• • A••••••••• L•• former
  Jan 4, 2008 to Jun 5, 2012 · Fairfax, Va
• L•••• S•••• • M••• L•• unclassified
  Nov 13, 2001 to Dec 31, 2007 · Falls Church, Va

• P•••••• W••••• M••••••••• L•• to P•••••• W••••• A•••••••• L•••
  left Dec 17, 2012, registered Dec 17, 2012 (0 days) · Other
• L•••• M•• • A••••••••• L•• to P•••••• W••••• M••••••••• L••
  left Jun 5, 2012, registered Jun 26, 2012 (21 days) · Other
• L•••• S•••• • M••• L•• to L•••• M•• • A••••••••• L••
  left Dec 31, 2007, registered Jan 4, 2008 (4 days) · Other

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

25derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address