R•••••• W• N•••

Advisor at W•••••••• C•••••• M••••••••• L••

NASHVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4e11e69b-f58e-0d50-29fd-47b064c192ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 18, 2012 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: W•••••••• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 18, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••••• C•••••• M••••••••• L••	State registered	Oct 28, 2021	n/a	yes	NASHVILLE, TN	Current employment
S•••• G•••• C•••••• A•••••••• L••	Independent wealth	Dec 18, 2012	May 22, 2014	no	MEMPHIS, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• G•••• C•••••• A•••••••• L••	W•••••••• C•••••• M••••••••• L••	May 22, 2014	Oct 28, 2021	2,716	Firm change after gap	Other

Relationships

Registered with (2)

→ W•••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Oct 28, 2021 to presentfactForm ADV
→ S•••• G•••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 18, 2012 to May 22, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e11e69b-f58e-0d50-29fd-47b064c192ed
First observed: Dec 18, 2012
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.