DFX Intelligence

C•••••••• P••• V•• A•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

C•••••••• P••• V•• A•••••

Advisor at 7•• C••••••• L••

Nashville, TN | LANSING, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:931417ef-f0db-3769-7fda-ad3867e14bda

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Nov 30, 2013 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: 7•• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 30, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
7•• C••••••• L••	I•••••••••_WEALTH	Aug 24, 2026	n/a	yes	LANSING, MI\|Nashville, TN	Current employment
B••••• A••••••• L••	State registered	Dec 17, 2024	Aug 12, 2026	no	BOULDER, CO\|Nashville, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• A••••••• L••	7•• C••••••• L••	Aug 12, 2026	Aug 24, 2026	12	Firm change	Other
V••••• C•••••• M••••••••• L••	B••••• A••••••• L••	Nov 8, 2024	Dec 17, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
144979:168267:AR:2022-12-14	Dec 14, 2022	Oct 3, 2022	BRYANT, AR	Firm change after gap

Relationships

Registered with (7)

→ 7•• C••••••• L••Registered adviserregistration: current employment
Aug 24, 2026 to presentfactForm ADV
→ B••••• A••••••• L••Registered adviserregistration: previous registration
Dec 17, 2024 to Aug 12, 2026factForm ADV
→ V••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 13, 2024 to Nov 8, 2024factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Aug 12, 2026
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Nov 8, 2024
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 24, 2024
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 1, 2023
A•••••• firm change

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:931417ef-f0db-3769-7fda-ad3867e14bda
First observed: Nov 30, 2013
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.