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•••••••• S••••••

T•• A•••••state registeredLumberton, NjIA-onlyIAPD 5208334

Feed of 09/14/2026

Also filed as Tara E Stewart-Becker

At current firm

0 y

since Oct 21, 2025

In the industry

18 y

since Mar 21, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T•• A••••• state registered current
since Oct 21, 2025 · Lumberton, Nj
T•• A•••• P•••••••• L•• other
May 3, 2024 to Nov 4, 2024 · Old Bridge, Nj
C••••• I••••••••• A••••••• L•• BD affiliated
Aug 10, 2023 to Mar 12, 2024 · Manasquan, Nj
S••••••• F•••••••• S•••••••• I••• former
Dec 20, 2022 to Aug 10, 2023 · St. Paul, Mn
E•••• S••••••••• L•• BD affiliated
Jul 28, 2022 to Dec 9, 2022 · Edison, Nj
M••••• S•••••• wirehouse
Jan 8, 2019 to May 23, 2022 · Mount Laurel, Nj
A••••• A•• P••••••• S••••••• BD affiliated
Jul 25, 2016 to Dec 11, 2018 · Princeton, Nj
H•••••• T••••••• • K•••• L•• independent RIA
Nov 6, 2015 to Jul 15, 2016 · Conshohocken, Pa
P•••• S••••••••• L•• no RAUM
Oct 23, 2012 to Jun 2, 2015 · Marlton, Nj

Moves

a registration end followed by a registration begin elsewhere

T•• A•••• P•••••••• L•• to T•• A•••••
left Nov 4, 2024, registered Oct 21, 2025 (351 days) · Other
C••••• I••••••••• A••••••• L•• to T•• A•••• P•••••••• L••
left Mar 12, 2024, registered May 3, 2024 (52 days) · Other
S••••••• F•••••••• S•••••••• I••• to C••••• I••••••••• A••••••• L••
left Aug 10, 2023, registered Aug 10, 2023 (0 days) · corporate re-registration, not a move
E•••• S••••••••• L•• to S••••••• F•••••••• S•••••••• I•••
left Dec 9, 2022, registered Dec 20, 2022 (11 days) · Affiliated broker-dealer or bank to independent RIA
M••••• S•••••• to E•••• S••••••••• L••
left May 23, 2022, registered Jul 28, 2022 (66 days) · Wirehouse to affiliated broker-dealer or bank
A••••• A•• P••••••• S••••••• to M••••• S••••••
left Dec 11, 2018, registered Jan 8, 2019 (28 days) · Affiliated broker-dealer or bank to wirehouse
H•••••• T••••••• • K•••• L•• to A••••• A•• P••••••• S•••••••
left Jul 15, 2016, registered Jul 25, 2016 (10 days) · Other
P•••• S••••••••• L•• to H•••••• T••••••• • K•••• L••
left Jun 2, 2015, registered Nov 6, 2015 (157 days) · Other

Signals

T••• E•••••••• S•••••• left T•• A•••• P•••••••• L•• for T•• A••••• (registered 2025-10-21)
Nov 4, 2024 · Advisor changed firm · fact
T••• E•••••••• S•••••• left C••••• I••••••••• A••••••• L•• for T•• A•••• P•••••••• L•• (registered 2024-05-03)
Mar 12, 2024 · Advisor changed firm · fact
T••• E•••••••• S•••••• left E•••• S••••••••• L•• for S••••••• F•••••••• S•••••••• I••• (registered 2022-12-20)
Dec 9, 2022 · Advisor changed firm · fact
T••• E•••••••• S•••••• left M••••• S•••••• for E•••• S••••••••• L•• (registered 2022-07-28)
May 23, 2022 · 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: STATE REGISTEREDderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address