DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

J•••••••• C•••••• A•••••

Advisor at C•••••••

Brentwood, TN

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Search this name across graphsid dfx:ria:4dbf7117-3b57-af60-31d2-f16ebe1a3599

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 6, 2010 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•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Dec 21, 2022	n/a	yes	Brentwood, TN	Current employment
T•••••••• F•••••••• S•••••••• L••	Former SEC adviser	Jan 6, 2010	Mar 20, 2023	no	BRENTWOOD, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••••• F•••••••• S•••••••• L••	C•••••••	Mar 20, 2023	Dec 21, 2022	-89	Bulk transfer	Other

Relationships

Registered with (2)

→ C•••••••Registered adviserregistration: current employment
Dec 21, 2022 to presentfactForm ADV
→ T•••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 6, 2010 to Mar 20, 2023factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4dbf7117-3b57-af60-31d2-f16ebe1a3599
First observed: Jan 6, 2010
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.