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

J••••• A•••• T•••••

D•••••• A•••••••• G•••• • W•••••otherBlacksburg, Va IA-onlyIAPD 6733176

Feed of 09/14/2026

Also filed as J••••• T•••••

At current firm

0 y

since Mar 27, 2026

In the industry

10 y

since Jul 1, 2016 (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

D•••••• A•••••••• G•••• • W••••• other current
since Mar 27, 2026 · Blacksburg, Va
T••••• A••••••• S•••••••• I••• BD affiliated
Mar 3, 2025 to Dec 2, 2025 · Blacksburg, Va
L•• F•••••••• L•• BD affiliated
Nov 1, 2023 to Jan 31, 2025 · Blacksburg, Va
S••••••••• A•••••• A•••••••• I••• former
Nov 15, 2021 to Nov 3, 2023 · Blacksburg, Va
I•••••••• F•••••••• P•••••••• I••• unclassified
Apr 16, 2021 to Nov 2, 2021 · Roanoke, Va
E•• F•••••••• A••••••• independent RIA
Sep 19, 2017 to Apr 13, 2021 · Roanoke, Va

Moves

a registration end followed by a registration begin elsewhere

T••••• A••••••• S•••••••• I••• to D•••••• A•••••••• G•••• • W•••••
left Dec 2, 2025, registered Mar 27, 2026 (115 days) · Other
L•• F•••••••• L•• to T••••• A••••••• S•••••••• I•••
left Jan 31, 2025, registered Mar 3, 2025 (31 days) · Affiliated broker-dealer or bank to another
S••••••••• A•••••• A•••••••• I••• to L•• F•••••••• L••
left Nov 3, 2023, registered Nov 1, 2023 (-2 days) · Affiliated broker-dealer or bank to another
I•••••••• F•••••••• P•••••••• I••• to S••••••••• A•••••• A•••••••• I•••
left Nov 2, 2021, registered Nov 15, 2021 (13 days) · Other
E•• F•••••••• A••••••• to I•••••••• F•••••••• P•••••••• I•••
left Apr 13, 2021, registered Apr 16, 2021 (3 days) · Other

Signals

J••••• A•••• T••••• left T••••• A••••••• S•••••••• I••• for D•••••• A•••••••• G•••• • W••••• (registered 2026-03-27)
Dec 2, 2025 · Advisor changed firm · fact
J••••• A•••• T••••• left L•• F•••••••• L•• for T••••• A••••••• S•••••••• I••• (registered 2025-03-03)
Jan 31, 2025 · Advisor changed firm · fact
J••••• A•••• T••••• left S••••••••• A•••••• A•••••••• I••• for L•• F•••••••• L•• (registered 2023-11-01)
Nov 3, 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: Other adviserderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address