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•••••• C••••••

C••••• I••••••••• A••••••• L••BD affiliatedLake Wales, Fldual registrantIAPD 6151608

Feed of 09/14/2026

Also filed as Tim Czernek

At current firm

0 y

since Jun 12, 2026

In the industry

14 y

since May 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Jun 12, 2026 · Lake Wales, Fl
O•••• I••••••••• I••• BD affiliated
Oct 14, 2025 to Jun 15, 2026 · Lake Wales, Fl
F••••• I••••••••• independent RIA
Nov 20, 2023 to Aug 27, 2025 · Tampa, Fl
P•••••••• A••••••• national BD
Jan 14, 2019 to Nov 17, 2023 · Lakeland, Fl
P•••••••• A••••••• national BD
Jul 14, 2015 to Dec 31, 2018 · Conshohocken, Pa

Moves

a registration end followed by a registration begin elsewhere

O•••• I••••••••• I••• to C••••• I••••••••• A••••••• L••
left Jun 15, 2026, registered Jun 12, 2026 (-3 days) · Affiliated broker-dealer or bank to another · moved with a team
F••••• I••••••••• to O•••• I••••••••• I•••
left Aug 27, 2025, registered Oct 14, 2025 (48 days) · RIA to affiliated broker-dealer or bank
P•••••••• A••••••• to F••••• I•••••••••
left Nov 17, 2023, registered Nov 20, 2023 (3 days) · Affiliated broker-dealer or bank to independent RIA

Signals

T•••••• C•••••• left O•••• I••••••••• I••• for C••••• I••••••••• A••••••• L•• (registered 2026-06-12)
Jun 15, 2026 · Advisor changed firm · fact
T•••••• C•••••• left F••••• I••••••••• for O•••• I••••••••• I••• (registered 2025-10-14)
Aug 27, 2025 · Advisor changed firm · fact
T•••••• C•••••• left P•••••••• A••••••• for F••••• I••••••••• (registered 2023-11-20)
Nov 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: Broker-dealer affiliated wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address