M•••• J• K•••

Advisor at A•••• W••••• M••••••••• L••

ATLANTA, GA | WALNUT CREEK, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:03d9437b-f9ab-a179-b8cb-d527a4b2575d

Data as of Sep 15, 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: 2
Dated events: 0
On other graphs: 0
Observed: Jan 6, 2014 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: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 6, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• W••••• M••••••••• L••	Independent wealth	Jan 1, 2026	n/a	yes	WALNUT CREEK, CA\|ATLANTA, GA	Current employment
F•• W••••• M•••••••••	Former SEC adviser	Jan 6, 2014	Apr 21, 2014	no	PITTSBURGH, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•• W••••• M•••••••••	A•••• W••••• M••••••••• L••	Apr 21, 2014	Jan 1, 2026	4,273	Firm change after gap	Other

Relationships

Registered with (2)

→ A•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ F•• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 6, 2014 to Apr 21, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03d9437b-f9ab-a179-b8cb-d527a4b2575d
First observed: Jan 6, 2014
Last observed: Sep 15, 2026 7 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.