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•••••••• A••••• M••••

M••••• S••••••wirehouseTampa, Fldual registrantIAPD 5705768

Feed of 09/14/2026

Also filed as Thaddaeus Money

At current firm

3 y

since Mar 27, 2023

In the industry

16 y

since Nov 13, 2009 (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••••• S•••••• wirehouse current
since Mar 27, 2023 · Tampa, Fl
U••• I••••••••• S••••••• C•••••• no RAUM
May 17, 2022 to Mar 9, 2023 · Tampa, Fl
U••• I••••••••• S••••••• C•••••• no RAUM
Jan 8, 2018 to Jun 12, 2020 · San Antonio, Tx
U••• F•••••••• P••••••• S••••••• former
Apr 8, 2015 to Jan 8, 2018 · Tampa, Fl
W•••• F•••• A••••••• wirehouse
Jun 11, 2012 to Oct 20, 2014 · Lady Lake, Fl
E••••• J•••• national BD
Nov 18, 2009 to Apr 13, 2012 · Summerville, Sc

Moves

a registration end followed by a registration begin elsewhere

U••• I••••••••• S••••••• C•••••• to M••••• S••••••
left Mar 9, 2023, registered Mar 27, 2023 (18 days) · Other
U••• F•••••••• P••••••• S••••••• to U••• I••••••••• S••••••• C••••••
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
W•••• F•••• A••••••• to U••• F•••••••• P••••••• S•••••••
left Oct 20, 2014, registered Apr 8, 2015 (170 days) · Other
E••••• J•••• to W•••• F•••• A•••••••
left Apr 13, 2012, registered Jun 11, 2012 (59 days) · Affiliated broker-dealer or bank to wirehouse

Signals

T•••••••• A••••• M•••• left U••• I••••••••• S••••••• C•••••• for M••••• S•••••• (registered 2023-03-27)
Mar 9, 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: Wirehousederived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address