DFX Intelligence

J••••• F••••• B•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

J••••• F••••• B•••••

Advisor at T••••••• I••••••••• M••••••••• I•••

Nashville, TN | Brentwood, TN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 1:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 20, 2010 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: T••••••• I••••••••• M••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 19, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••• I••••••••• M••••••••• I•••	Bd affiliated wealth	May 31, 2024	n/a	yes	Brentwood, TN\|Nashville, TN	Current employment
L•• F•••••••• L••	Bd affiliated wealth	May 18, 2022	Feb 15, 2024	no	FRANKLIN, TN\|FRANKLIN, TN\|NOLENSVILLE, TN\|SPRING HILL, TN\|MURFREESBORO, TN\|THOMPSON'S STATION, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	T••••••• I••••••••• M••••••••• I•••	Feb 15, 2024	May 31, 2024	106	Firm change	Ibd to ibd
C••• B•••••••• S•••••••• I•••	L•• F•••••••• L••	May 18, 2022	May 18, 2022

Relationships

Registered with (7)

→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: current employment
May 31, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 18, 2022 to Feb 15, 2024factForm ADV
→ C••• B•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 6, 2022 to May 18, 2022factForm ADV
→ C••••• I••••••••• A••••••• L••

Dated events

Order

Occurred
15 Feb 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 20, 2010
Last observed: Sep 14, 2026 10 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.