DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

J••••• B••••• R••••••

Advisor at B••••• C•••••• M••••••••• L••

FRANKLIN, TN

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Search this name across graphsid dfx:ria:49897c65-b088-6f47-b8ad-f83bf0e0927b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 21, 2018 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: B••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••• C•••••• M••••••••• L••	Independent wealth	Nov 10, 2020	n/a	yes	FRANKLIN, TN	Current employment
E••••• J••••	National bd RIA	Aug 21, 2018	Nov 2, 2020	no	Spring Hill, TN\|ST LOUIS, MO\|NASHVILLE, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	B••••• C•••••• M••••••••• L••	Nov 2, 2020	Nov 10, 2020	8	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ B••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Nov 10, 2020 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Aug 21, 2018 to Nov 2, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49897c65-b088-6f47-b8ad-f83bf0e0927b
First observed: Aug 21, 2018
Last observed: Sep 14, 2026 9 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.