DFX Intelligence

P••••••• W••••• I•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

P••••••• W••••• I•••••••

Advisor at C•• A•••• M••••••••• G••••

Nashville, TN | NAPLES, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 11, 2000 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•• A•••• M••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• A•••• M••••••••• G••••	Independent wealth	Apr 6, 2022	n/a	yes	Nashville, TN\|NAPLES, FL	Current employment
F•••• T•••• S••••••••• I•••	Bd affiliated wealth	Oct 25, 2012	Jun 12, 2020	no	LOUISVILLE, KY\|NASHVILLE, TN\|MURFREESBORO, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• T•••• S••••••••• I•••	C•• A•••• M••••••••• G••••	Jun 12, 2020	Apr 6, 2022	663	Firm change after gap	Ibd to RIA
S••••••• I••••••••• S•••••••• I•••	F•••• T•••• S••••••••• I•••	Nov 1, 2011	Oct 25, 2012

Relationships

Registered with (3)

→ C•• A•••• M••••••••• G••••Registered adviserregistration: current employment
Apr 6, 2022 to presentfactForm ADV
→ F•••• T•••• S••••••••• I•••Registered adviserregistration: previous registration
Oct 25, 2012 to Jun 12, 2020factForm ADV
→ S••••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 11, 2000 to Nov 1, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 11, 2000
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.