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E•••• P• M••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

E•••• P• M••••

Advisor at C•••••••

Brentwood, TN

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Search this name across graphsid dfx:ria:efa7afe9-b460-2d67-eb84-27462ad1ee58

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 11, 2015 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•••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Sep 22, 2025	n/a	yes	Brentwood, TN	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Dec 13, 2024	Sep 8, 2025	no	CLARKSVILLE, TN

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	C•••••••	Sep 8, 2025	Sep 22, 2025	14	Firm change	Other
C•••••••	L•• F•••••••• L••	Jun 22, 2023	Dec 13, 2024

Relationships

Registered with (3)

→ C•••••••Registered adviserregistration: previous registration
Dec 22, 2022 to Jun 22, 2023factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Dec 13, 2024 to Sep 8, 2025factForm ADV
→ T•••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 11, 2015 to Mar 20, 2023factForm ADV

Dated events

Occurred
Sep 8, 2025
Advisor changed firm
E•••• P• M•••• left L•• F•••••••• L•• for Captrust (registered 2025-09-22)
Form ADVobserved 7 days ago
Occurred
Jun 22, 2023
Advisor changed firm
E•••• P• M•••• left Captrust for L•• F•••••••• L•• (registered 2024-12-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efa7afe9-b460-2d67-eb84-27462ad1ee58
First observed: Feb 11, 2015
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.