DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

K••• J••••• W••••••

Advisor at C• F••••••••

FORT WORTH, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 4, 2013 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• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 7, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C• F••••••••	State registered	Jan 21, 2021	n/a	yes	FORT WORTH, TX	Current employment
R•••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 16, 2016	Jan 22, 2021	no	Dallas, TX\|KENTWOOD, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• I••••••••• A••••••• L••	C• F••••••••	Jan 22, 2021	Jan 21, 2021	-1	Firm change	Ibd to state RIA
E••••• J••••	R•••• I••••••••• A••••••• L••	Jun 17, 2016	Jun 16, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
125004:311964:MI:2021-01-22	Jan 22, 2021	Jan 21, 2021	KENTWOOD, MI	Firm change

Relationships

Registered with (3)

→ C• F••••••••Registered adviserregistration: current employment
Jan 21, 2021 to presentfactForm ADV
→ R•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 16, 2016 to Jan 22, 2021factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Feb 4, 2013 to Jun 17, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 4, 2013
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.