DFX Intelligence

M•••••• D••••••••• K••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

M•••••• D••••••••• K••••••

Advisor at V••••• C•••••• M••••••••• L••

MURFREESBORO, TN | BRENTWOOD, TN

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Search this name across graphsid dfx:ria:e6f42860-84dc-9399-b060-d24bdad7c299

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 17, 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••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• C•••••• M••••••••• L••	Independent wealth	Apr 2, 2020	n/a	yes	BRENTWOOD, TN\|MURFREESBORO, TN	Current employment
F•••• H•••••••• C••••••••• I•••	Bd affiliated wealth	Mar 1, 2016	Apr 9, 2020	no	Murfreesboro, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• H•••••••• C••••••••• I•••	V••••• C•••••• M••••••••• L••	Apr 9, 2020	Apr 2, 2020	-7	Firm change	Ibd to RIA
I••••• F•••••••• C•••••••••	F•••• H•••••••• C••••••••• I•••	Mar 2, 2016	Mar 1, 2016

Relationships

Registered with (3)

→ V••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Apr 2, 2020 to presentfactForm ADV
→ F•••• H•••••••• C••••••••• I•••Registered adviserregistration: previous registration
Mar 1, 2016 to Apr 9, 2020factForm ADV
→ I••••• F•••••••• C•••••••••Registered adviserregistration: previous registration
Jul 17, 2008 to Mar 2, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6f42860-84dc-9399-b060-d24bdad7c299
First observed: Jul 17, 2008
Last observed: Sep 14, 2026 8 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.