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C••••••• P••• D••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

C••••••• P••• D••••••

Advisor at A•••• W••••• M••••••••• L••

NASHVILLE, TN | ATLANTA, GA

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Search this name across graphsid dfx:ria:3b13ee73-f291-d1ed-dae4-24557ca9ef5e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 28, 2004 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: A•••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 26, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• W••••• M••••••••• L••	Independent wealth	Jan 20, 2026	n/a	yes	ATLANTA, GA\|NASHVILLE, TN	Current employment
M••••• G••••• A••••••• I•••	Independent wealth	Feb 17, 2022	Apr 26, 2022	no	Franklin, TN\|DENVER, CO\|Franklin, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• W•••••	M••••• G••••• A••••••• I•••	May 5, 2022	Feb 17, 2022	-77	Firm change after gap	Other
M••••• G••••• A••••••• I•••	A•••• W••••• M••••••••• L••	Apr 26, 2022	Jan 20, 2026

Team moves

••• Locked

Team	Left	Joined	From	Kind
165771:147363:TN:2022-05-05	May 5, 2022	Feb 17, 2022	FRANKLIN, TN	Firm change after gap

Relationships

Registered with (5)

→ A•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 20, 2026 to presentfactForm ADV
→ H••••••••• W•••••Registered adviserregistration: previous registration
May 20, 2015 to May 5, 2022factForm ADV
→ M••••• G••••• A••••••• I•••Registered adviserregistration: previous registration
Feb 17, 2022 to Apr 26, 2022factForm ADV
→ S••••••• I••••••••• S•••••••• I•••

Dated events

Occurred
May 5, 2022
Advisor changed firm
C••••••• P••• D•••••• left H••••••••• W••••• for M••••• G••••• A••••••• I••• (registered 2022-02-17)
Form ADVobserved 7 days ago
Occurred
Apr 26, 2022
Advisor changed firm
C••••••• P••• D•••••• left M••••• G••••• A••••••• I••• for A•••• W••••• M••••••••• L•• (registered 2026-01-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b13ee73-f291-d1ed-dae4-24557ca9ef5e
First observed: Oct 28, 2004
Last observed: Sep 14, 2026 8 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.