DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst10 years in industry

M••••••• C••••• R•••••••

Advisor at F•••••• C•••••• G•••• L••

NASHVILLE, TN

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Search this name across graphsid dfx:ria:f2d1d90e-f70e-09b9-fdec-1cdc369a58ac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 5, 2018 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: F•••••• C•••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• C•••••• G•••• L••	Independent wealth	Jul 15, 2025	n/a	yes	NASHVILLE, TN	Current employment
T•• M••••• G••••• L••	Independent wealth	Dec 23, 2021	Jul 24, 2025	no	Brentwood, TN\|CHICAGO, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• M••••• G••••• L••	F•••••• C•••••• G•••• L••	Jul 24, 2025	Jul 15, 2025	-9	Firm change	RIA to RIA
E••••••• A••••••• G••••• L••	T•• M••••• G••••• L••	Dec 22, 2021	Dec 23, 2021

Relationships

Registered with (3)

→ F•••••• C•••••• G•••• L••Registered adviserregistration: current employment
Jul 15, 2025 to presentfactForm ADV
→ T•• M••••• G••••• L••Registered adviserregistration: previous registration
Dec 23, 2021 to Jul 24, 2025factForm ADV
→ E••••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Sep 5, 2018 to Dec 22, 2021factForm ADV

Dated events

Occurred
Jul 24, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2d1d90e-f70e-09b9-fdec-1cdc369a58ac
First observed: Sep 5, 2018
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.