DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

B•••••• J••••• B•••

Advisor at C••••••• I••••••••• G••••

NASHVILLE, TN

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Search this name across graphsid dfx:ria:12de89d2-d146-cce6-e090-08f4fc46ca0d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 21, 2018 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: C••••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• I••••••••• G••••	Independent wealth	Feb 4, 2025	n/a	yes	NASHVILLE, TN	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 11, 2020	Mar 17, 2025	no	FRANKLIN, TN\|NASHVILLE, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	C••••••• I••••••••• G••••	Mar 17, 2025	Feb 4, 2025	-41	Firm change after gap	Ibd to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	L•• F•••••••• L••	Sep 10, 2020	Sep 11, 2020

Relationships

Registered with (3)

→ C••••••• I••••••••• G••••Registered adviserregistration: current employment
Feb 4, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 11, 2020 to Mar 17, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 21, 2018 to Sep 10, 2020factForm ADV

Dated events

Occurred
Mar 17, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12de89d2-d146-cce6-e090-08f4fc46ca0d
First observed: Dec 21, 2018
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.