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R•••••• B••• E•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

R•••••• B••• E•••••••

Advisor at J••••••••• W••••• M•••••••••

J•••••••••, FL | Brentwood, TN

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Search this name across graphsid dfx:ria:6cdd337d-4f20-6217-7f35-8d0118d51478

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 21, 2003 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: J••••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 10, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 4derivedfrom 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
J••••••••• W••••• M•••••••••	Independent wealth	Jun 6, 2022	n/a	yes	Brentwood, TN\|J•••••••••, FL	Current employment
W•••••• • R•••	Former SEC adviser	Feb 21, 2003	Jul 21, 2021	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
W•••••• • R•••	J••••••••• W••••• M•••••••••	Jul 21, 2021	Jun 6, 2022	320	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ J••••••••• W••••• M•••••••••Registered adviserregistration: current employment
Jun 6, 2022 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Feb 21, 2003 to Jul 21, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6cdd337d-4f20-6217-7f35-8d0118d51478
First observed: Feb 21, 2003
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.