DFX Intelligence

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

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RIA / WealthAdvisor29 years in industry

A•••• J•••• C•••

Advisor at T•• P•••••• F•••••••• G••••• I•••

NASHVILLE, TN

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Search this name across graphsid dfx:ria:0a776c7f-ba95-7bd1-a19a-712956069824

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 27, 2002 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: T•• P•••••• F•••••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 14, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• P•••••• F•••••••• G••••• I•••	Independent wealth	Feb 1, 2007	n/a	yes	NASHVILLE, TN	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Sep 27, 2002	Aug 23, 2005	no	BELLEVUE, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	T•• P•••••• F•••••••• G••••• I•••	Aug 23, 2005	Feb 1, 2007	527	Firm change after gap	Other

Relationships

Registered with (2)

→ T•• P•••••• F•••••••• G••••• I•••Registered adviserregistration: current employment
Feb 1, 2007 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Sep 27, 2002 to Aug 23, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a776c7f-ba95-7bd1-a19a-712956069824
First observed: Sep 27, 2002
Last observed: Sep 14, 2026 9 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.