DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

R••••••• D••••• C••••

Advisor at P• W••••• M•••••••••

CORDOVA, TN

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Search this name across graphsid dfx:ria:5729152d-26c0-aa94-fb68-a36c19dd1f3f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 12, 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: P• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 18, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P• W••••• M•••••••••	State registered	Aug 21, 2026	n/a	yes	CORDOVA, TN	Current employment
P• W••••• M•••••••••	State registered	Feb 27, 2019	Dec 31, 2023	no	CORDOVA, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O• I••••••••• M••••••••• C•	P• W••••• M•••••••••	Feb 22, 2019	Feb 27, 2019	5	Firm change	Ibd to state RIA
E•••••• A••••••• L••	O• I••••••••• M••••••••• C•	Dec 31, 2008	Jun 7, 2017

Relationships

Registered with (3)

→ P• W••••• M•••••••••Registered adviserregistration: previous registration
Feb 27, 2019 to Dec 31, 2023factForm ADV
→ O• I••••••••• M••••••••• C•Registered adviserregistration: previous registration
Jun 7, 2017 to Feb 22, 2019factForm ADV
→ E•••••• A••••••• L••Registered adviserregistration: previous registration
Apr 12, 2007 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5729152d-26c0-aa94-fb68-a36c19dd1f3f
First observed: Apr 12, 2007
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.