J•••••• B••••••

Advisor at V••• F•••••••• A•••••••• I•••

Nashville, TN | Johnson City, 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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Dec 11, 2008 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: V••• F•••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 14, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Dec 2, 2025	n/a	yes	Johnson City, TN\|Nashville, TN	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Nov 15, 2022	May 6, 2024	no	JOHNSON CITY, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	V••• F•••••••• A•••••••• I•••	May 6, 2024	Dec 2, 2025	575	Firm change after gap	Ibd to ibd
E•••••• A••••••• G••••• L••	C••••• I••••••••• A••••••• L••	Jul 26, 2022	Nov 15, 2022

Relationships

Registered with (8)

→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Dec 2, 2025 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 15, 2022 to May 6, 2024factForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Jan 18, 2022 to Jul 26, 2022factForm ADV
→ C••• S••••• P•••••••

Dated events

Order

Occurred
6 May 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
26 Jul 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 11, 2008
Last observed: Sep 14, 2026 10 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.