DFX Intelligence

S••••• M••• C••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industryNot currently registered

S••••• M••• C••••••••

Advisor at V••••• C•••••• M••••••••• L••

BRENTWOOD, TN

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jun 22, 2005 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: V••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• C•••••• S•••••••• L••	No RAUM reported	Jun 18, 2021	n/a	yes	BRENTWOOD, TN	Current employment
V••••• C•••••• M••••••••• L••	Independent wealth	Jan 12, 2021	n/a	yes	BRENTWOOD, TN	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K• S••••• C•••••• P•••••••	V••••• C•••••• M••••••••• L••	Jun 10, 2020	Jan 12, 2021	216	Firm change	Other
L••••• F•••••••• G••••• L••	K• S••••• C•••••• P•••••••	Oct 17, 2018	Jan 23, 2019

Relationships

Registered with (9)

→ S••••• C•••••• S•••••••• L••Registered adviserregistration: current employment
Jun 18, 2021 to presentfactForm ADV
→ V••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jan 12, 2021 to presentfactForm ADV
→ K• S••••• C•••••• P•••••••Registered adviserregistration: previous registration
Jan 23, 2019 to Jun 10, 2020factForm ADV
→ L••••• F•••••••• G••••• L••Registered adviser

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Order

Only bookkeeping events name this entity; they are folded below.

Show 1 bookkeeping event

First seen by DFX
Sep 16, 2026
date not stated
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 22, 2005
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.