DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

C•••••• C••••••••• W•••••••

Advisor at M••••• • C•••••• I••••••••• C••••••

KNOXVILLE, TN

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Search this name across graphsid dfx:ria:d9566aa0-9269-3a59-05f6-0ad6dc9d5f12

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 1, 2004 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: M••••• • C•••••• I••••••••• C••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Apr 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• • C•••••• I••••••••• C••••••	Other adviser	Jun 29, 2022	n/a	yes	KNOXVILLE, TN	Current employment
M••••• • C•••••• I••••••••• C••••••	Other adviser	Apr 1, 2004	Jun 25, 2008	no	KNOXVILLE, TN	Previous registration

Relationships

Registered with (1)

→ M••••• • C•••••• I••••••••• C••••••Registered adviserregistration: previous registration
Apr 1, 2004 to Jun 25, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9566aa0-9269-3a59-05f6-0ad6dc9d5f12
First observed: Apr 1, 2004
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.