DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst17 years in industry

J•••• M• C•••••••

Advisor at R••••••••• S•••••••• G••••

FRANKLIN, TN

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Search this name across graphsid dfx:ria:f3419a2e-994f-5165-0c6a-7763762755f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 1, 2019 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: R••••••••• S•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••••• S•••••••• G••••	Independent wealth	Feb 19, 2026	n/a	yes	FRANKLIN, TN	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Dec 18, 2019	Jan 16, 2026	no	NASHVILLE, TN\|Mt Juliet, TN\|NASHVILLE, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	R••••••••• S•••••••• G••••	Jan 16, 2026	Feb 19, 2026	34	Firm change	Other
V••••••• A•••••••• I•••	N••••••••• M••••• I••••••••• S•••••••••	Oct 10, 2019	Dec 18, 2019

Relationships

Registered with (3)

→ R••••••••• S•••••••• G••••Registered adviserregistration: current employment
Feb 19, 2026 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Dec 18, 2019 to Jan 16, 2026factForm ADV
→ V••••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 1, 2019 to Oct 10, 2019factForm ADV

Dated events

Occurred
Jan 16, 2026
Advisor changed firm
J•••• M• C••••••• left N••••••••• M••••• I••••••••• S••••••••• for R••••••••• S•••••••• G•••• (registered 2026-02-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3419a2e-994f-5165-0c6a-7763762755f9
First observed: Oct 1, 2019
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.