DFX Intelligence

T•••••• S•••••• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)11 years in industry

T•••••• S•••••• F•••••

Advisor at C••••••••• F•••••••• G••••

FORTSON, GA | SHELBYVILLE, IN

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Search this name across graphsid dfx:ria:19d81c0e-6035-f7a8-ef3a-1f4bf1b77650

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 26, 2017 to Sep 15, 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••••••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• F•••••••• G••••	Independent wealth	Aug 13, 2026	n/a	yes	SHELBYVILLE, IN\|FORTSON, GA	Current employment
I••••••••• A•••••• A•••••••• L••	Independent wealth	Jan 29, 2024	Mar 4, 2026	no	Saint Johns, FL\|Chattanooga, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• A•••••• A•••••••• L••	C••••••••• F•••••••• G••••	Mar 4, 2026	Aug 13, 2026	162	Firm change	Other
E••••• J••••	I••••••••• A•••••• A•••••••• L••	Jan 30, 2024	Jan 29, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
168267:325310:TN:2026-03-04	Mar 4, 2026	Aug 13, 2026	CHATTANOOGA, TN	Firm change

Relationships

Registered with (3)

→ C••••••••• F•••••••• G••••Registered adviserregistration: current employment
Aug 13, 2026 to presentfactForm ADV
→ I••••••••• A•••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 29, 2024 to Mar 4, 2026factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Oct 26, 2017 to Jan 30, 2024factForm ADV

Dated events

Occurred
Mar 4, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 30, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19d81c0e-6035-f7a8-ef3a-1f4bf1b77650
First observed: Oct 26, 2017
Last observed: Sep 15, 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.