DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

B•••••• O•••• D••••

Advisor at C••••••• A•••••••• L••

Murfreeesboro, TN

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Search this name across graphsid dfx:ria:269f20ff-1bf7-bdae-9a3c-e853786b50d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 6, 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••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 2, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• A•••••••• L••	Independent wealth	Jun 15, 2015	n/a	yes	Murfreeesboro, TN	Current employment
B••• W••••• A•••••••• I•••	Independent wealth	Oct 25, 2011	Oct 2, 2015	no	MURFREESBORO, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• W••••• A•••••••• I•••	C••••••• A•••••••• L••	Oct 2, 2015	Jun 15, 2015	-109	Firm change after gap	Other
N•• A•••••• S•••••••• L••	B••• W••••• A•••••••• I•••	Mar 2, 2007	Oct 25, 2011

Relationships

Registered with (3)

→ C••••••• A•••••••• L••Registered adviserregistration: current employment
Jun 15, 2015 to presentfactForm ADV
→ B••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 25, 2011 to Oct 2, 2015factForm ADV
→ N•• A•••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 6, 2006 to Mar 2, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:269f20ff-1bf7-bdae-9a3c-e853786b50d9
First observed: Apr 6, 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.