DFX Intelligence

L•••• J••• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant21 years in industry

L•••• J••• D••••

Advisor at M•••• R•• W••••• M•••••••••

NASHVILLE, TN | Nashville, TN

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Search this name across graphsid dfx:ria:953def3b-1c49-ca57-fbb7-989f28692f54

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 21, 2025 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: M•••• R•• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Jul 13, 2026	n/a	yes	Nashville, TN	Current employment
M•••• R•• W••••• M•••••••••	Independent wealth	Mar 26, 2025	n/a	yes	NASHVILLE, TN	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••• C•••••• M••••••••• L••	C••••••	Aug 7, 2026	Jul 13, 2026	-25	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
336384:319448:TN:2026-08-07	Aug 7, 2026	Jul 13, 2026	NASHVILLE, TN	Firm change

Relationships

Registered with (3)

→ C••••••Registered adviserregistration: current employment
Jul 13, 2026 to presentfactForm ADV
→ M•••• R•• W••••• M•••••••••Registered adviserregistration: current employment
Mar 26, 2025 to presentfactForm ADV
→ M••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 21, 2025 to Aug 7, 2026factForm ADV

Dated events

Occurred
Aug 7, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:953def3b-1c49-ca57-fbb7-989f28692f54
First observed: Aug 21, 2025
Last observed: Sep 15, 2026 8 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.