D•••• J•• M••••

Advisor at P••••••• W••••• S••••••••• L••

BRENTWOOD, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0bec9cdf-d9fd-d831-f380-0c00488d0b43

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2004 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: P••••••• W••••• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 23, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• W••••• S••••••••• L••	Independent wealth	Apr 20, 2026	n/a	yes	BRENTWOOD, TN	Current employment
P••••••• W••••• S••••••••• L••	Independent wealth	Mar 17, 2021	Dec 31, 2025	no	Beechgrove, TN\|BRENTWOOD, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A••••••• P••••••• L••	P••••••• W••••• S••••••••• L••	Mar 9, 2021	Mar 17, 2021	8	Firm change	RIA to RIA
C•••••• E•••••••• M•••• P••••••••• L••	C•••••• A••••••• P••••••• L••	May 12, 2015	May 11, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
125568:119377:TN:2015-05-11	May 12, 2015	May 11, 2020	BRENTWOOD, TN	Firm change after gap

Relationships

Registered with (4)

→ P••••••• W••••• S••••••••• L••Registered adviserregistration: previous registration
Mar 17, 2021 to Dec 31, 2025factForm ADV
→ C•••••• A••••••• P••••••• L••Registered adviserregistration: previous registration
May 11, 2020 to Mar 9, 2021factForm ADV
→ C•••••• E•••••••• M•••• P••••••••• L••Registered adviserregistration: previous registration
Mar 28, 2007 to May 12, 2015factForm ADV
→ F•• S••••••••• C•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0bec9cdf-d9fd-d831-f380-0c00488d0b43
First observed: Mar 15, 2004
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.