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

W•••••• J•••• T•••••

4•••••• A•••••••• I•••independent RIATinley Park, Il IA-onlyIAPD 4895684

Feed of 09/14/2026

Also filed as Bill J•••• T•••••

At current firm

4 y

since Sep 27, 2021

In the industry

21 y

since Apr 25, 2005 (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

M••• 6• L•• state registered current
since Mar 1, 2024 · Tinley Park, Il
4•••••• A•••••••• I••• independent RIA current
since Sep 27, 2021 · Burr Ridge, Il
R••••••••• I••••• M••••••••• I••• unclassified
Sep 17, 2012 to Dec 31, 2024 · Warrenville, Il
C•••••• M••••••••• A••••••••• unclassified
Nov 30, 2009 to Sep 18, 2012 · Lisle, Il
V•••• F•••••••• A•••••••• I••• BD affiliated
Jul 20, 2005 to Oct 21, 2008 · Peoria, Il
A••••••••• F•••••••• S•••••••• L•• national BD
Apr 26, 2005 to Jun 4, 2005 · Tinley Park, Il

Moves

a registration end followed by a registration begin elsewhere

R••••••••• I••••• M••••••••• I••• to 4•••••• A•••••••• I•••
left Dec 31, 2024, registered Sep 27, 2021 (-1191 days) · Other · moved with a team
C•••••• M••••••••• A••••••••• to R••••••••• I••••• M••••••••• I•••
left Sep 18, 2012, registered Sep 17, 2012 (-1 days) · Other
V•••• F•••••••• A•••••••• I••• to C•••••• M••••••••• A•••••••••
left Oct 21, 2008, registered Nov 30, 2009 (405 days) · Other
A••••••••• F•••••••• S•••••••• L•• to V•••• F•••••••• A•••••••• I•••
left Jun 4, 2005, registered Jul 20, 2005 (46 days) · Other

Signals

W•••••• J•••• T••••• left R••••••••• I••••• M••••••••• I••• for 4•••••• A•••••••• I••• (registered 2021-09-27)
Dec 31, 2024 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address