DFX Intelligence

T••••••• W•••••• N••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

T••••••• W•••••• N••••••

Advisor at A•••• A•••••••

FRANKLIN, TN

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Search this name across graphsid dfx:ria:1fcedc8f-f990-0369-9b65-b2f18bf69cd4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 18, 2017 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: A•••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
A•••• A•••••••	State registered	Apr 20, 2026	n/a	yes	FRANKLIN, TN	Current employment
A••••••••• L•••	Other adviser	Jun 16, 2022	Apr 2, 2026	no	NASHVILLE, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• L•••	A•••• A•••••••	Apr 2, 2026	Apr 20, 2026	18	Firm change	Other
F••••••• P••••••• A•• W•••••••• A•••••••	A••••••••• L•••	May 16, 2022	Jun 16, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
18387:250:MN:2018-08-20	Aug 20, 2018	Aug 17, 2018	GOLDEN VALLEY, MN	Firm change

Relationships

Registered with (5)

→ A•••• A•••••••Registered adviserregistration: current employment
Apr 20, 2026 to presentfactForm ADV
→ A••••••••• L•••Registered adviserregistration: previous registration
Jun 16, 2022 to Apr 2, 2026factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Aug 26, 2020 to May 16, 2022factForm ADV
→ E••••• J••••

Dated events

Occurred
Apr 2, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 16, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1fcedc8f-f990-0369-9b65-b2f18bf69cd4
First observed: Aug 18, 2017
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.