DFX Intelligence

P•••••• J•••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

P•••••• J•••• B••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Murfreesboro, TN

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Search this name across graphsid dfx:ria:ebc6b948-f43d-0ba5-115d-7c02a6a7c18f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 9, 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 20, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Feb 17, 2006	n/a	yes	Murfreesboro, TN	Current employment
W•••••• • R•••	Former SEC adviser	Mar 9, 2004	Feb 23, 2006	no	NASHVILLE, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • R•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Feb 23, 2006	Feb 17, 2006	-6	Firm change	Other

Relationships

Registered with (2)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Feb 17, 2006 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Mar 9, 2004 to Feb 23, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebc6b948-f43d-0ba5-115d-7c02a6a7c18f
First observed: Mar 9, 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.