DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst10 years in industry

M•••••••• C•••••••••

Advisor at F•••• P••••••• W•••••• L••

Nashville, TN

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Search this name across graphsid dfx:ria:a6339d0d-b92b-205a-40f7-eb50e850351d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Nov 9, 2015 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 4, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	May 2, 2024	n/a	yes	Nashville, TN	Current employment
I••••••••• C••••••	Former SEC adviser	Apr 28, 2023	Jul 30, 2024	no	NASHVILLE, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• C••••••	F•••• P••••••• W•••••• L••	Jul 30, 2024	May 2, 2024	-89	Firm change after gap	RIA to RIA
C•••••••	I••••••••• C••••••	Mar 23, 2023	Apr 28, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
310369:159289:TN:2024-07-30	Jul 30, 2024	May 2, 2024	NASHVILLE, TN	Firm change after gap
46838:877:TN:2018-11-02	Nov 2, 2018	Nov 9, 2018	NASHVILLE, TN	Firm change

Relationships

Registered with (6)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
May 2, 2024 to presentfactForm ADV
→ I••••••••• C••••••Registered adviserregistration: previous registration
Apr 28, 2023 to Jul 30, 2024factForm ADV
→ C•••••••Registered adviserregistration: previous registration
Dec 22, 2022 to Mar 23, 2023factForm ADV
→ W•••••• S••••••••• I•••

Dated events

Occurred
Jul 30, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 23, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a6339d0d-b92b-205a-40f7-eb50e850351d
First observed: Nov 9, 2015
Last observed: Sep 14, 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.