DFX Intelligence

D••••••• R••• O••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

D••••••• R••• O••••••

Advisor at G••••• R••••••••• P••••••• L••

Nashville, TN | SAN RAFAEL, CA

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Search this name across graphsid dfx:ria:4f2c5c3e-af0d-8c07-ba54-3612c159b6e9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 4, 2014 to Sep 15, 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: G••••• R••••••••• P••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Feb 3, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• R••••••••• P••••••• L••	Institutional manager	Feb 14, 2025	n/a	yes	Nashville, TN\|SAN RAFAEL, CA	Current employment
J••••• M••••••••• S•••• L••	Bd affiliated wealth	May 17, 2018	Feb 25, 2025	no	Franklin, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••••• M••••••••• S•••• L••	G••••• R••••••••• P••••••• L••	Feb 25, 2025	Feb 14, 2025	-11	Firm change	Other
A••••••• P•••••••• L••	J••••• M••••••••• S•••• L••	May 15, 2018	May 17, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
463:172011:TN:2025-02-25	Feb 25, 2025	Feb 14, 2025	FRANKLIN, TN	Firm change

Relationships

Registered with (3)

→ G••••• R••••••••• P••••••• L••Registered adviserregistration: current employment
Feb 14, 2025 to presentfactForm ADV
→ J••••• M••••••••• S•••• L••Registered adviserregistration: previous registration
May 17, 2018 to Feb 25, 2025factForm ADV
→ A••••••• P•••••••• L••Registered adviserregistration: previous registration
Feb 4, 2014 to May 15, 2018factForm ADV

Dated events

Occurred
Feb 25, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f2c5c3e-af0d-8c07-ba54-3612c159b6e9
First observed: Feb 4, 2014
Last observed: Sep 15, 2026 7 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.