DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner9 years in industry

J•••• M•••••• G••••••

Advisor at D••••••• W•••••

FRANKLIN, TN

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Search this name across graphsid dfx:ria:0659c18d-fd45-0b98-7af7-03b797e944d3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 5, 2019 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: D••••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2016earliest registration or exam on IAPD
Years in industry: 9derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••••• W•••••	State registered	May 14, 2024	n/a	yes	FRANKLIN, TN	Current employment
S••••• O•• S••••••••• I•••	Bd affiliated wealth	Mar 13, 2023	Oct 5, 2023	no	Toledo, OH\|Knoxville, TN\|Franklin, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• O•• S••••••••• I•••	D••••••• W•••••	Oct 5, 2023	May 14, 2024	222	Firm change	Ibd to state RIA
T•• W••••• P•••••••	S••••• O•• S••••••••• I•••	Mar 27, 2023	Mar 13, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
46947:328930:TN:2023-10-05	Oct 5, 2023	May 14, 2024	FRANKLIN, TN	Firm change

Relationships

Registered with (3)

→ D••••••• W•••••Registered adviserregistration: current employment
May 14, 2024 to presentfactForm ADV
→ S••••• O•• S••••••••• I•••Registered adviserregistration: previous registration
Mar 13, 2023 to Oct 5, 2023factForm ADV
→ T•• W••••• P•••••••Registered adviserregistration: previous registration
Feb 5, 2019 to Mar 27, 2023factForm ADV

Dated events

Occurred
Oct 5, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 27, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0659c18d-fd45-0b98-7af7-03b797e944d3
First observed: Feb 5, 2019
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.