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.
Registered advisor
Teressa Hupfer
Feed of 09/14/2026
Also filed as Teressa Dawn Martin
At current firm
1 y
since Aug 11, 2025
In the industry
10 y
since May 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Foguth Wealth Management, LLC. independent RIA currentsince Aug 11, 2025 · Midland, Mi
- Pnc Wealth Management BD affiliatedOct 15, 2024 to Jul 17, 2025 · Bay City, Mi
- Edward Jones national BDMay 20, 2020 to Sep 16, 2024 · Traverse City, Mi
Moves
a registration end followed by a registration begin elsewhere
- Pnc Wealth Management to Foguth Wealth Management, LLC.left Jul 17, 2025, registered Aug 11, 2025 (25 days) · Affiliated broker-dealer or bank to independent RIA
- Edward Jones to Pnc Wealth Managementleft Sep 16, 2024, registered Oct 15, 2024 (29 days) · Affiliated broker-dealer or bank to another
Signals
- Teressa Hupfer left Pnc Wealth Management for Foguth Wealth Management, Llc. (registered 2025-08-11)Jul 17, 2025 · Advisor changed firm · fact
- Teressa Hupfer left Edward Jones for Pnc Wealth Management (registered 2024-10-15)Sep 16, 2024 · 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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address