DFX Intelligence
Reading the graph
Reading the graph
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Advisor at G••••• R••••••••• P••••••• L••
Nashville, TN | SAN RAFAEL, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| G••••• R••••••••• P••••••• L•• | Institutional manager | Feb 14, 2025 | n/a | yes | Nashville, TN|SAN RAFAEL, CA | Current employment |
| J••••• M••••••••• S•••• L•• | Bd affiliated wealth | May 16, 2018 | Feb 25, 2025 | no | Franklin, TN |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J••••• M••••••••• S•••• L•• | G••••• R••••••••• P••••••• L•• | Feb 25, 2025 | Feb 14, 2025 | -11 | Firm change | Other |
| I•• | J••••• M••••••••• S•••• L•• | May 17, 2018 | May 16, 2018 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 463:172011:TN:2025-02-25 | Feb 25, 2025 | Feb 14, 2025 | FRANKLIN, TN | Firm change |
| 168705:463:MI:2018-05-17 | May 17, 2018 | May 16, 2018 | BLOOMFIELD HILLS, MI | Firm change |
| 46838:168705:TN:2018-05-15 | May 15, 2018 | Jun 18, 2014 | NASHVILLE, TN | Firm change after gap |
| I•• | Institutional manager | Jun 18, 2014 | May 17, 2018 | no | NASHVILLE, TN|BLOOMFIELD HILLS, MI | Previous registration |
| A••••••• P•••••••• L•• | Former SEC adviser | May 8, 2009 | May 15, 2018 | no | NASHVILLE, TN|NASHVILLE, TN | Previous registration |
| A••••••• P•••••••• L•• | n/a | Apr 17, 2009 | May 4, 2009 | no | n/a | Previous registration |
| S••••••• G•••• C•••••• | n/a | Sep 3, 2008 | Mar 20, 2009 | no | NASHVILLE, TN | Previous registration |
| W•••• F•••• A••••••• | Wirehouse | Jun 3, 2004 | Sep 2, 2008 | no | BRENTWOOD, TN|BRENTWOOD, TN | Previous registration |
| M••••• S•••••• D• I••• | n/a | Dec 16, 2002 | Jun 3, 2004 | no | NASHVILLE, TN | Previous registration |
| Firm change |
| Other |
| A••••••• P•••••••• L•• | I•• | May 15, 2018 | Jun 18, 2014 | -1,427 | Firm change after gap | Other |
| A••••••• P•••••••• L•• | A••••••• P•••••••• L•• | May 4, 2009 | May 8, 2009 | 4 | Firm change | Other |
| S••••••• G•••• C•••••• | A••••••• P•••••••• L•• | Mar 20, 2009 | Apr 17, 2009 | 28 | Firm change | Other |
| W•••• F•••• A••••••• | S••••••• G•••• C•••••• | Sep 2, 2008 | Sep 3, 2008 | 1 | Firm change | Other |
| M••••• S•••••• D• I••• | W•••• F•••• A••••••• | Jun 3, 2004 | Jun 3, 2004 | 0 | Firm change | Other |