DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

C••••••••• L••••• J••••

Advisor at V•••••••••

••• Locked

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Search this name across graphsid dfx:ria:1bf5c5fe-aead-66c4-5fde-27ef42c31c15

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 1, 2010 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: V•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••••	State registered	Jan 2, 2024	n/a	yes	Bowling Green, KY\|BRENTWOOD, TN	Current employment
S••••• O•• S••••••••• I•••	Bd affiliated wealth	Apr 4, 2022	n/a	yes	Brentwood, TN\|Bowling Green, KY	Current employment

Relationships

Registered with (2)

→ V•••••••••Registered adviserregistration: current employment
Jan 2, 2024 to presentfactForm ADV
→ S••••• O•• S••••••••• I•••Registered adviserregistration: current employment
Apr 4, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1bf5c5fe-aead-66c4-5fde-27ef42c31c15
First observed: Dec 1, 2010
Last observed: Sep 15, 2026 7 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.