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J•• D•••• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner30 years in industry

J•• D•••• F•••••••

Advisor at I••••••••• A••••••• P•••••••• L••

HIXSON, TN

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Search this name across graphsid dfx:ria:600f4114-8590-9442-a0a4-956495da8e6f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 11, 2004 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: I••••••••• A••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 7, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• A••••••• P•••••••• L••	Independent wealth	Mar 17, 2017	n/a	yes	HIXSON, TN	Current employment
I••••••••• A••••••• P•••••••• L••	Independent wealth	Feb 17, 2011	Dec 31, 2016	no	HIXSON, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	I••••••••• A••••••• P•••••••• L••	Jan 11, 2012	Feb 17, 2011	-328	Firm change after gap	Other
R•••••• J•••• • A••••••••• I•••	L•• F•••••••• L••	May 17, 2010	May 17, 2010

Relationships

Registered with (3)

→ I••••••••• A••••••• P•••••••• L••Registered adviserregistration: previous registration
Feb 17, 2011 to Dec 31, 2016factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 17, 2010 to Jan 11, 2012factForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Mar 11, 2004 to May 17, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:600f4114-8590-9442-a0a4-956495da8e6f
First observed: Mar 11, 2004
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.