DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

B•••• M•••••• J••••••

Advisor at R•••• P•••• W••••• M••••••••• L••

Brentwood, TN | BRENTWOOD, TN

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Search this name across graphsid dfx:ria:388b6de5-ccbd-3006-1cf6-ab6a401d5688

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 16, 2011 to Sep 15, 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: R•••• P•••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 15, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• P•••• W••••• M••••••••• L••	State registered	Aug 21, 2026	n/a	yes	BRENTWOOD, TN	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Jan 12, 2018	n/a	yes	Brentwood, TN	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• F•••••••• G••••• L••	C••••••••• F•••••••• N••••••	Jan 2, 2018	Jan 12, 2018	10	Firm change	Other
C••••••••• F•••••••• N••••••	L••••• F•••••••• G••••• L••	Jun 2, 2014	Jul 28, 2014

Relationships

Registered with (4)

→ R•••• P•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 21, 2026 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Feb 21, 2012 to Jun 2, 2014factForm ADV
→ L••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Jul 28, 2014 to Jan 2, 2018factForm ADV
→ L•• F•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:388b6de5-ccbd-3006-1cf6-ab6a401d5688
First observed: Sep 16, 2011
Last observed: Sep 15, 2026 7 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.