DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner30 years in industry

J••••• D•••••• T•••••

Advisor at O••••••• A••••••• S••••••• L••

Scotts Hill, TN

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Search this name across graphsid dfx:ria:d929fd16-ea05-bc74-4084-05106384e0ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2007 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: O••••••• A••••••• S••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O••••••• A••••••• S••••••• L••	Independent wealth	Jan 5, 2021	n/a	yes	Scotts Hill, TN	Current employment
O••••••• A••••••• S••••••• L••	Independent wealth	Feb 5, 2020	Dec 31, 2020	no	Scotts Hill, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	O••••••• A••••••• S••••••• L••	Feb 6, 2020	Feb 5, 2020	-1	Firm change	Ibd to new firm
M•• F•••••••• S•••••••• I•••	M•• I•••••••• S•••••••• L••	Mar 25, 2017	Mar 25, 2017

Relationships

Registered with (4)

→ O••••••• A••••••• S••••••• L••Registered adviserregistration: previous registration
Feb 5, 2020 to Dec 31, 2020factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2017 to Feb 6, 2020factForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 14, 2016 to Mar 25, 2017factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d929fd16-ea05-bc74-4084-05106384e0ca
First observed: Feb 9, 2007
Last observed: Sep 14, 2026 9 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.