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

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RIA / WealthAdvisor19 years in industry

W•••••• E•••• W•••

Advisor at C••••• A••••••• G••••• L••

CLEARWATER, FL | BRENTWOOD, TN

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Search this name across graphsid dfx:ria:72695a39-b463-0112-5fb9-516204487d7e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 17, 2007 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: C••••• A••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 7, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• A••••••• G••••• L••	Independent wealth	Jan 2, 2026	n/a	yes	BRENTWOOD, TN\|CLEARWATER, FL	Current employment
C•••••• A••••••• P••••••• L••	Former SEC adviser	Jul 22, 2015	Mar 27, 2025	no	BRENTWOOD, TN\|COOKEVILLE, TN\|Brentwood, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A••••••• P••••••• L••	C••••• A••••••• G••••• L••	Mar 27, 2025	Jan 2, 2026	281	Firm change	Other
C•••••• E•••••••• M•••• P••••••••• L••	C•••••• A••••••• P••••••• L••	May 11, 2015	Jul 22, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
119377:131167:TN:2025-03-27	Mar 27, 2025	Jan 2, 2026	BRENTWOOD, TN	Firm change
125568:119377:TN:2015-05-11	May 11, 2015	Jul 22, 2015	BRENTWOOD, TN	Firm change

Relationships

Registered with (5)

→ C••••• A••••••• G••••• L••Registered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ C•••••• A••••••• P••••••• L••Registered adviserregistration: previous registration
Jul 22, 2015 to Mar 27, 2025factForm ADV
→ C•••••• E•••••••• M•••• P••••••••• L••Registered adviserregistration: previous registration
Apr 20, 2009 to May 11, 2015factForm ADV
→ F•• S••••••••• C•••••••••

Dated events

Occurred
Mar 27, 2025
Advisor changed firm
W•••••• E•••• W••• left C•••••• A••••••• P••••••• L•• for C••••• A••••••• G••••• L•• (registered 2026-01-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:72695a39-b463-0112-5fb9-516204487d7e
First observed: May 17, 2007
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.