DFX Intelligence

J••••••• T••••• J•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

J••••••• T••••• J•••••

Advisor at S•••• P•••••• W••••• M•••••••••

FRANKLIN, TN

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Search this name across graphsid dfx:ria:0417e850-89ed-62e5-3962-4fb1f931fe38

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: S•••• P•••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 6, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••• P•••••• W••••• M•••••••••	State registered	Jun 14, 2024	n/a	yes	FRANKLIN, TN	Current employment
W•••••• C••••• F•••••••• A••••••• L••	Independent wealth	Nov 27, 2017	Dec 7, 2023	no	VERONA, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• C••••• F•••••••• A••••••• L••	S•••• P•••••• W••••• M•••••••••	Dec 7, 2023	Jun 14, 2024	190	Firm change	RIA to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	W•••••• C••••• F•••••••• A••••••• L••	Nov 24, 2017

Relationships

Registered with (4)

→ S•••• P•••••• W••••• M•••••••••Registered adviserregistration: current employment
Jun 14, 2024 to presentfactForm ADV
→ W•••••• C••••• F•••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 27, 2017 to Dec 7, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 6, 2011 to Nov 24, 2017factForm ADV
→ E••••• J••••

Dated events

Occurred
Dec 7, 2023
Advisor changed firm
J••••••• T••••• J••••• left W•••••• C••••• F•••••••• A••••••• L•• for S•••• P•••••• W••••• M••••••••• (registered 2024-06-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0417e850-89ed-62e5-3962-4fb1f931fe38
First observed: Mar 19, 2008
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.