DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst15 years in industry

W•••••• F•••••••• A••••• D•••••••

Advisor at P••••• A•• P•••••• I•••

CHATTANOOGA, TN

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Search this name across graphsid dfx:ria:7a5f90b7-0096-f826-4a1a-279bd7fd5f74

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Apr 11, 2017 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

W•••••• F•••••••• A••••• D•••••••

Private equity principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: P••••• A•• P•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••• A•• P•••••• I•••	Independent wealth	Feb 2, 2024	n/a	yes	CHATTANOOGA, TN	Current employment
P••••• A•• P•••••• I•••	Independent wealth	Apr 11, 2017	Jan 6, 2024	no	CHATTANOOGA, TN	Previous registration

Relationships

Registered with (1)

→ P••••• A•• P•••••• I•••Registered adviserregistration: previous registration
Apr 11, 2017 to Jan 6, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a5f90b7-0096-f826-4a1a-279bd7fd5f74
First observed: Apr 11, 2017
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.