DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

A••••• R•••••• V•••••••

Advisor at E••••••••• W••••• A•••••••• L••

Columbia, TN

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Search this name across graphsid dfx:ria:ad61509e-523a-52c7-0610-79a9ac5c598f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 10, 2020 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: E••••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••••• W••••• A•••••••• L••	Independent wealth	Jul 9, 2024	n/a	yes	Columbia, TN	Current employment
T••••••• I••••••••• M••••••••• I•••	Bd affiliated wealth	Aug 10, 2020	Jul 3, 2024	no	Nashville, TN\|FAIRVIEW, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• I••••••••• M••••••••• I•••	E••••••••• W••••• A•••••••• L••	Jul 3, 2024	Jul 9, 2024	6	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ E••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jul 9, 2024 to presentfactForm ADV
→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Aug 10, 2020 to Jul 3, 2024factForm ADV

Dated events

Occurred
Jul 3, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ad61509e-523a-52c7-0610-79a9ac5c598f
First observed: Aug 10, 2020
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.