DFX Intelligence

J••••• C•••• N•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

J••••• C•••• N•••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

NASHVILLE, TN

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Search this name across graphsid dfx:ria:3d22a765-3041-7550-8ab5-1d2d49e6a573

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 2, 2016 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Mar 19, 2018	n/a	yes	NASHVILLE, TN	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Sep 14, 2016	Mar 20, 2018	no	NASHVILLE, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Mar 20, 2018	Mar 19, 2018	-1	Firm change	Other
S••••••• I••••••••• S•••••••• I•••	T••••• A••••••• S•••••••• I•••	Dec 31, 2016	Sep 14, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
283390:149018:TN:2018-03-20	Mar 20, 2018	Mar 19, 2018	NASHVILLE, TN	Firm change

Relationships

Registered with (3)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Mar 19, 2018 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 14, 2016 to Mar 20, 2018factForm ADV
→ S••••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 2, 2016 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d22a765-3041-7550-8ab5-1d2d49e6a573
First observed: Feb 2, 2016
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.