DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

J••• J••••• N••••

Advisor at A• W••••• M••••••••• L••

Nashville, TN | Brentwood, TN

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Search this name across graphsid dfx:ria:ee3881a4-31a9-7f70-5cb1-7cf1498d8524

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Sep 20, 2002 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: A• W••••• M••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A• W••••• M••••••••• L••	Bd affiliated wealth	Oct 4, 2016	n/a	yes	Nashville, TN\|Brentwood, TN	Current employment
G••••• F•••••••• P•••••• C••••••• I•••	Former SEC adviser	Oct 21, 2014	Oct 4, 2016	no	FRANKLIN, TN\|SARASOTA, FL\|Brentwood, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• F•••••••• P•••••• C••••••• I•••	A• W••••• M••••••••• L••	Oct 4, 2016	Oct 4, 2016	0	Firm change	Other
T•••••••• A••••••• G••••• I•••	G••••• F•••••••• P•••••• C••••••• I•••	Oct 23, 2014	Oct 21, 2014

Relationships

Registered with (7)

→ A• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 4, 2016 to presentfactForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
Oct 21, 2014 to Oct 4, 2016factForm ADV
→ T•••••••• A••••••• G••••• I•••Registered adviserregistration: previous registration
Aug 14, 2008 to Oct 23, 2014factForm ADV
→ E••••••• I••••••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee3881a4-31a9-7f70-5cb1-7cf1498d8524
First observed: Sep 20, 2002
Last observed: Sep 15, 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.