DFX Intelligence
Reading the graph
Reading the graph
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Advisor at A•••••••• C•••••• M•••••••••
CORNELIUS, NC | Collierville, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| A•••••••• C•••••• M••••••••• | Independent wealth | Jun 2, 2026 | n/a | yes | Collierville, TN|CORNELIUS, NC | Current employment |
| T•• I•••••••• | Independent wealth | Jul 29, 2024 | Jun 9, 2026 | no | DENVER, CO|Collierville, TN |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T•• I•••••••• | A•••••••• C•••••• M••••••••• | Jun 9, 2026 | Jun 2, 2026 | -7 | Firm change | RIA to RIA |
| B••••••••• W••••• A•••••••• L•• | T•• I•••••••• | Jul 22, 2024 | Jul 29, 2024 |
| B••••••••• W••••• A•••••••• L•• | No RAUM reported | Feb 27, 2024 | Jul 22, 2024 | no | Collierville, TN|WHEATON, IL | Previous registration |
| R••••••••• D•••• | n/a | Jan 11, 2007 | May 21, 2009 | no | LAS VEGAS, NV | Previous registration |
| Firm change |
| Other |
| R••••••••• D•••• | B••••••••• W••••• A•••••••• L•• | May 21, 2009 | Feb 27, 2024 | 5,395 | Firm change after gap | Other |