DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst27 years in industry

R••••• F•••••• M••••••••

Advisor at I•• P•••••••

NASHVILLLE, TN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 1, 2000 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•• P•••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jan 13, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• P•••••••	Other adviser	Jun 15, 2026	n/a	yes	NASHVILLLE, TN	Current employment
F•• A•••••••• I•••	Asset manager	Apr 30, 2013	Aug 8, 2018	no	EVANSVILLE, IN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•• A•••••••• I•••	I•• P•••••••	Aug 8, 2018	Jun 15, 2026	2,868	Firm change after gap	Other
A••••• P••••••• L••	F•• A•••••••• I•••	Dec 31, 2004	Apr 30, 2013

Relationships

Registered with (3)

→ I•• P•••••••Registered adviserregistration: current employment
Jun 15, 2026 to presentfactForm ADV
→ F•• A•••••••• I•••Registered adviserregistration: previous registration
Apr 30, 2013 to Aug 8, 2018factForm ADV
→ A••••• P••••••• L••Registered adviserregistration: previous registration
May 1, 2000 to Dec 31, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 1, 2000
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.