DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

C•••••• A•• C•••

Advisor at B•••• T•••• W••••• M••••••••• L••

Nashville, TN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 25, 2014 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: B•••• T•••• W••••• M••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• T•••• W••••• M••••••••• L••	Mixed wealth	Aug 7, 2025	n/a	yes	Nashville, TN	Current employment
K•••• A•••• M••••••••• L••	Former SEC adviser	Mar 25, 2014	Aug 1, 2025	no	NASHVILLE, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•••• A•••• M••••••••• L••	B•••• T•••• W••••• M••••••••• L••	Aug 1, 2025	Aug 7, 2025	6	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
119139:167811:TN:2025-08-01	Aug 1, 2025	Aug 7, 2025	NASHVILLE, TN	Firm change

Relationships

Registered with (2)

→ B•••• T•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 7, 2025 to presentfactForm ADV
→ K•••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Mar 25, 2014 to Aug 1, 2025factForm ADV

Dated events

Order

Occurred
1 Aug 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 25, 2014
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.