DFX Intelligence

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

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RIA / WealthAdvisor47 years in industry

T•••••• J•• B•••••

Advisor at V••••• C•••••• M••••••••• L••

BRENTWOOD, TN | MOUNT JULIET, TN

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Search this name across graphsid dfx:ria:560cbfe9-2260-1bd9-d2ad-f8e82301c0d5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 9, 2007 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: V••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1979earliest registration or exam on IAPD
Years in industry: 47derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• C•••••• M••••••••• L••	Independent wealth	Dec 4, 2023	n/a	yes	BRENTWOOD, TN\|MOUNT JULIET, TN	Current employment
R•••••• P•••••• W•••••	Former SEC adviser	Aug 1, 2022	Dec 1, 2023	no	PHOENIX, AZ\|MOUNT JULIET, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• P•••••• W•••••	V••••• C•••••• M••••••••• L••	Dec 1, 2023	Dec 4, 2023	3	Firm change	RIA to RIA
F•••• A••••••• N•••••••• L••	R•••••• P•••••• W•••••	Aug 1, 2022	Aug 1, 2022

Relationships

Registered with (4)

→ V••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Dec 4, 2023 to presentfactForm ADV
→ R•••••• P•••••• W•••••Registered adviserregistration: previous registration
Aug 1, 2022 to Dec 1, 2023factForm ADV
→ F•••• A••••••• N•••••••• L••Registered adviserregistration: previous registration
Sep 11, 2017 to Aug 1, 2022factForm ADV
→ S•• S••••••••• I•••Registered adviser

Dated events

Occurred
Dec 1, 2023
Advisor changed firm
T•••••• J•• B••••• left R•••••• P•••••• W••••• for V••••• C•••••• M••••••••• L•• (registered 2023-12-04)
Form ADVobserved 7 days ago
Occurred
Aug 1, 2022
Advisor changed firm
T•••••• J•• B••••• left F•••• A••••••• N•••••••• L•• for R•••••• P•••••• W••••• (registered 2022-08-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:560cbfe9-2260-1bd9-d2ad-f8e82301c0d5
First observed: May 9, 2007
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.