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Advisor at DEFINING WEALTH
FRANKLIN, TN
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 |
|---|---|---|---|---|---|---|
| DEFINING WEALTH | State registered | Feb 9, 2026 | n/a | yes | FRANKLIN, TN | Current employment |
| APPLIED CAPITAL LLC | Independent wealth | Feb 23, 2024 | Jan 6, 2026 | no | LITTLE ROCK, AR|Nashville, TN | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Apr 4, 2022 | Feb 8, 2024 | no | GREENWOOD VILLAGE, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| APPLIED CAPITAL LLC | DEFINING WEALTH | Jan 6, 2026 | Feb 9, 2026 | 34 | Firm change | RIA to state RIA |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | APPLIED CAPITAL LLC | Feb 8, 2024 | Feb 23, 2024 | 15 | Firm change | Ibd to RIA |