M••••• E• A••••

Advisor at C•••••••

Brentwood, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ab096d1-ac03-4c8a-9928-a65af82b7cec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 16, 2023 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•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Sep 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•••••••	Institutional manager	Mar 10, 2026	n/a	yes	Brentwood, TN	Current employment
S•••• P••••••• W••••• M••••••••• L••	Independent wealth	Jan 16, 2023	Feb 7, 2025	no	LOS ANGELES, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• P••••••• W••••• M••••••••• L••	C•••••••	Feb 7, 2025	Mar 10, 2026	396	Firm change	Other

Relationships

Registered with (2)

→ C•••••••Registered adviserregistration: current employment
Mar 10, 2026 to presentfactForm ADV
→ S•••• P••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 16, 2023 to Feb 7, 2025factForm ADV

Dated events

Occurred
Feb 7, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ab096d1-ac03-4c8a-9928-a65af82b7cec
First observed: Jan 16, 2023
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.