DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

J••••• M•••••• F••••••

Advisor at C•••••• W••••• A•••••••• L••

Nashville, TN | JOHNS ISLAND, SC

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Search this name across graphsid dfx:ria:1473e260-de97-efe7-f2cb-4e336d3f990f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 30, 2006 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•••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 26, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W••••• A•••••••• L••	Independent wealth	Feb 11, 2015	n/a	yes	JOHNS ISLAND, SC\|Nashville, TN	Current employment
L••••••••• I••••••••• A•••••••• I•••	n/a	Dec 4, 2013	Mar 3, 2015	no	SUMMERVILLE, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••••••• I••••••••• A•••••••• I•••	C•••••• W••••• A•••••••• L••	Mar 3, 2015	Feb 11, 2015	-20	Firm change	Other
P•••••••• F•••••••• S•••••••	L••••••••• I••••••••• A•••••••• I•••	Nov 26, 2013	Dec 4, 2013

Relationships

Registered with (6)

→ C•••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Feb 11, 2015 to presentfactForm ADV
→ L••••••••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 4, 2013 to Mar 3, 2015factForm ADV
→ P•••••••• F•••••••• S•••••••Registered adviserregistration: previous registration
May 1, 2013 to Nov 26, 2013factForm ADV
→ L•• F•••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1473e260-de97-efe7-f2cb-4e336d3f990f
First observed: Oct 30, 2006
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.