A•• T••••• R••

Advisor at R••••• W• B•••• • C•• I•••••••••

Cookeville, TN

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:a99509d4-2fc6-c9a4-d3ee-4a302d380100

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 15, 2004 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: R••••• W• B•••• • C•• I•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Feb 18, 2021	n/a	yes	Cookeville, TN	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Jan 15, 2004	Feb 23, 2021	no	COOKEVILLE, TN\|COOKEVILLE, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	R••••• W• B•••• • C•• I•••••••••	Feb 23, 2021	Feb 18, 2021	-5	Firm change	Wirehouse to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
8174:8158:TN:2021-02-23	Feb 23, 2021	Feb 18, 2021	COOKEVILLE, TN	Firm change

Relationships

Registered with (2)

→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: current employment
Feb 18, 2021 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Jan 15, 2004 to Feb 23, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a99509d4-2fc6-c9a4-d3ee-4a302d380100
First observed: Jan 15, 2004
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.