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Jacob Steven Dryfuse

Tfo Wealth Partners

Maumee, OH

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Current Employers
Tfo Wealth Partners

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-12-14
TX RA APPROVED 2022-12-13
  • OH RA
    APPROVED
    Since 2022-12-14
  • TX RA
    APPROVED
    Since 2022-12-13

Branch Locations

1440 Arrowhead Drive, Maumee, OH 43537 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tfo-Tdc, Llc Maumee OH 05/2022 Present
First Insurance Group Fostoria OH 08/2018 05/2022
Ohio State University Columbus OH 08/2014 05/2018
Appraisal Research Corporation Findlay OH 06/2017 07/2017
  • 05/2022 → Present
    Tfo-Tdc, Llc
    Maumee, OH
  • 08/2018 → 05/2022
    First Insurance Group
    Fostoria, OH
  • 08/2014 → 05/2018
    Ohio State University
    Columbus, OH
  • 06/2017 → 07/2017
    Appraisal Research Corporation
    Findlay, OH
Other Businesses

Independent Insurance Agent; not investment-related; started 08/2019; zero hours per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-02
  • S65 Uniform Investment Adviser Law Examination
    2022-12-02
Other Names
  • Jake Dryfuse

View on SEC IAPD

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Other Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH
THE RETIREMENT GUYS FORMULA · MAUMEE, OH
CAMELOT PORTFOLIOS, LLC · MAUMEE, OH
ATLANTIS WEALTH ADVISORS LLC · MAUMEE, OH
MUNN WEALTH MANAGEMENT, LLC · MAUMEE, OH
PATRIOT WEALTH PLANNERS LLC · MAUMEE, OH
BLACKRIDGE ASSET MANAGEMENT, LLC · Maumee, OH
OSAIC WEALTH, INC. · MAUMEE, OH

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