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Advisor at DEFINING WEALTH
FRANKLIN, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| DEFINING WEALTH | State registered | Dec 4, 2025 | n/a | yes | FRANKLIN, TN | Current employment |
| SEVEN SPRINGS WEALTH GROUP | Independent wealth | Jul 3, 2025 | Sep 11, 2025 | no | BRENTWOOD, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEVEN SPRINGS WEALTH GROUP | DEFINING WEALTH | Sep 11, 2025 | Dec 4, 2025 | 84 | Firm change | RIA to state RIA |