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••••• J• M••••

A••••••••• F•••••••• S•••••••• L••national BDPotterville, Mi dual registrantIAPD 6587957

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Thomas Jerome Myers

At current firm

1 y

since Jul 16, 2025

In the industry

10 y

since Nov 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••••• F•••••••• S•••••••• L•• national BD current
since Jul 16, 2025 · Potterville, Mi
S•••••••• W••••• M••••••••• independent RIA
Feb 22, 2024 to Jul 2, 2025 · Traverse City, Mi
F••••• W••••• M••••••••• L••• independent RIA
Oct 10, 2023 to Mar 13, 2024 · Traverse City, Mi
C• A••••••• S••••••• independent RIA
Nov 17, 2016 to Sep 11, 2023 · Williamston, Mi

Moves

a registration end followed by a registration begin elsewhere

S•••••••• W••••• M••••••••• to A••••••••• F•••••••• S•••••••• L••
left Jul 2, 2025, registered Jul 16, 2025 (14 days) · RIA to affiliated broker-dealer or bank
F••••• W••••• M••••••••• L••• to S•••••••• W••••• M•••••••••
left Mar 13, 2024, registered Feb 22, 2024 (-20 days) · RIA to a newly registered adviser
C• A••••••• S••••••• to F••••• W••••• M••••••••• L•••
left Sep 11, 2023, registered Oct 10, 2023 (29 days) · RIA to a newly registered adviser

Signals

T••••• J• M•••• left S•••••••• W••••• M••••••••• for A••••••••• F•••••••• S•••••••• L•• (registered 2025-07-16)
Jul 2, 2025 · Advisor changed firm · fact
T••••• J• M•••• left F••••• W••••• M••••••••• L••• for S•••••••• W••••• M••••••••• (registered 2024-02-22)
Mar 13, 2024 · Advisor changed firm · fact
T••••• J• M•••• left C• A••••••• S••••••• for F••••• W••••• M••••••••• L••• (registered 2023-10-10)
Sep 11, 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: National broker-dealer RIAderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address