DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

C••••••• J•••• T••••••

Advisor at ••••••••

NASHVILLE, TN | Florence, SC

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Search this name across graphsid dfx:ria:c96a9efd-f377-8d36-687f-4ba0eafc5b23

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 23, 2018 to Sep 15, 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: ••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
••••••••	Independent wealth	Sep 22, 2023	n/a	yes	NASHVILLE, TN\|NASHVILLE, TN\|Florence, SC	Current employment
E••••• J••••	National bd RIA	Jul 23, 2018	Sep 25, 2023	no	Florence, SC\|ST LOUIS, MO\|FLORENCE, SC\|FLORENCE, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	••••••••	Sep 25, 2023	Sep 22, 2023	-3	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
250:3767:SC:2023-09-25	Sep 25, 2023	Sep 22, 2023	FLORENCE, SC	Firm change

Relationships

Registered with (2)

→ ••••••••Registered adviserregistration: current employment
Sep 22, 2023 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jul 23, 2018 to Sep 25, 2023factForm ADV

Dated events

Occurred
Sep 25, 2023
Advisor changed firm
C••••••• J•••• T•••••• left E••••• J•••• for &Partners (registered 2023-09-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c96a9efd-f377-8d36-687f-4ba0eafc5b23
First observed: Jul 23, 2018
Last observed: Sep 15, 2026 7 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.