DFX Intelligence

M•••••• F•••••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

M•••••• F•••••• W•••••

Advisor at E•••• F•••••••• P•••••••

CLARKSVILLE, TN

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Search this name across graphsid dfx:ria:69071bce-de7f-e5af-9342-57a65e14eda9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2010 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: E•••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 23, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• F•••••••• P•••••••	Independent wealth	Dec 16, 2024	n/a	yes	CLARKSVILLE, TN	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 18, 2019	Oct 31, 2024	no	CLARKSVILLE, TN\|CLARKSVILLE, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	E•••• F•••••••• P•••••••	Oct 31, 2024	Dec 16, 2024	46	Firm change	Ibd to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Apr 18, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:333092:TN:2024-10-31	Oct 31, 2024	Dec 16, 2024	CLARKSVILLE, TN	Firm change

Relationships

Registered with (3)

→ E•••• F•••••••• P•••••••Registered adviserregistration: current employment
Dec 16, 2024 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 18, 2019 to Oct 31, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 20, 2012 to Apr 18, 2017factForm ADV

Dated events

Occurred
Oct 31, 2024
Advisor changed firm
M•••••• F•••••• W••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for E•••• F•••••••• P••••••• (registered 2024-12-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:69071bce-de7f-e5af-9342-57a65e14eda9
First observed: Mar 29, 2010
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.