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.

Registered advisor

Syed Mohammed Ali Farooq

Jaffe Tilchin Investment Partners, LLCindependent RIATampa, Fl IA-onlyIAPD 4815808

Feed of 09/15/2026

Also filed as Syed A Farooq

At current firm

0 y

since Jun 10, 2026

In the industry

19 y

since Aug 31, 2007 (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

Jaffe Tilchin Investment Partners, LLC independent RIA current
since Jun 10, 2026 · Tampa, Fl
Farther independent RIA
Apr 13, 2026 to Jun 11, 2026 · Orange, Ca
Jaffe Tilchin Investment Partners, LLC independent RIA
Oct 16, 2025 to May 5, 2026 · Santa Ana, Ca
Forefront independent RIA
Oct 16, 2023 to Oct 3, 2025 · Austin, Tx
Westpark Capital, Inc. independent RIA
Jan 17, 2017 to Oct 17, 2023 · Irvine, Ca
Protected Investors Of America former
Mar 28, 2014 to May 2, 2016 · Hoffman Estates, Il
Saturna Capital Corporation asset manager
Jan 4, 2012 to Dec 17, 2012 · Bellingham, Wa
B. C. Ziegler And Company former
Feb 25, 2009 to Mar 1, 2010 · Chicago, Il
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 3, 2007 to Jan 5, 2009 · Schaumburg, Il

Moves

a registration end followed by a registration begin elsewhere

Farther to Jaffe Tilchin Investment Partners, LLC
left Jun 11, 2026, registered Jun 10, 2026 (-1 days) · RIA to RIA
Jaffe Tilchin Investment Partners, LLC to Farther
left May 5, 2026, registered Apr 13, 2026 (-22 days) · RIA to RIA
Forefront to Jaffe Tilchin Investment Partners, LLC
left Oct 3, 2025, registered Oct 16, 2025 (13 days) · RIA to RIA
Westpark Capital, Inc. to Forefront
left Oct 17, 2023, registered Oct 16, 2023 (-1 days) · RIA to RIA
Protected Investors Of America to Westpark Capital, Inc.
left May 2, 2016, registered Jan 17, 2017 (260 days) · Other
Saturna Capital Corporation to Protected Investors Of America
left Dec 17, 2012, registered Mar 28, 2014 (466 days) · Other
B. C. Ziegler And Company to Saturna Capital Corporation
left Mar 1, 2010, registered Jan 4, 2012 (674 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to B. C. Ziegler And Company
left Jan 5, 2009, registered Feb 25, 2009 (51 days) · Other

Signals

Syed Mohammed Ali Farooq left Farther for Jaffe Tilchin Investment Partners, Llc (registered 2026-06-10)
Jun 11, 2026 · Advisor changed firm · fact
Syed Mohammed Ali Farooq left Jaffe Tilchin Investment Partners, Llc for Farther (registered 2026-04-13)
May 5, 2026 · Advisor changed firm · fact
Syed Mohammed Ali Farooq left Forefront for Jaffe Tilchin Investment Partners, Llc (registered 2025-10-16)
Oct 3, 2025 · Advisor changed firm · fact
Syed Mohammed Ali Farooq left Westpark Capital, Inc. for Forefront (registered 2023-10-16)
Oct 17, 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address