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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

B•••• J••••• C•••

Advisor at G••••••• P••• W••••• A•••••••• L••

NASHVILLE, TN | Nashville, TN

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Search this name across graphsid dfx:ria:57e9b265-0d79-f590-5e2a-ca549b9a08a2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Feb 20, 2004 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••••••• P••• W••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 3, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• P••• W••••• A•••••••• L••	State registered	Feb 15, 2023	n/a	yes	NASHVILLE, TN\|Nashville, TN	Current employment
G••••••• P••• W••••• A•••••••• L••	n/a	Jan 5, 2015	Dec 31, 2015	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• P••• W••••• A•••••••• L••	G••••••• P••• W••••• A•••••••• L••	Dec 31, 2015	Feb 15, 2023	2,603	Firm change after gap	Other
T•••• A•••••••• L••	G••••••• P••• W••••• A•••••••• L••	Dec 18, 2014

Relationships

Registered with (5)

→ G••••••• P••• W••••• A•••••••• L••Registered adviserregistration: current employment
Feb 15, 2023 to presentfactForm ADV
→ G••••••• P••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 5, 2015 to Dec 31, 2015factForm ADV
→ T•••• A•••••••• L••Registered adviserregistration: previous registration
Jan 13, 2012 to Dec 18, 2014factForm ADV
→ S•••• W• F•••••••• G••••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57e9b265-0d79-f590-5e2a-ca549b9a08a2
First observed: Feb 20, 2004
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.