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B•••• S•••• K•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

B•••• S•••• K•••••••••

Advisor at M••••• S••••••

••• Locked

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Search this name across graphsid dfx:ria:061e5143-71eb-d5b3-695a-0b92a808ac39

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 1, 2010 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Oct 2, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom 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
M••••• S••••••	Wirehouse	May 4, 2026	n/a	yes	Fort Lauderdale, FL\|Ft Lauderdale, FL\|Patchogue, NY\|RIVERHEAD, NY	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Oct 1, 2012	May 3, 2026	no	HAMPTON BAYS, NY\|Boca Raton, FL\|BELLPORT, NY\|SOUTHAMPTON, NY\|HAMPTON BAYS, NY\|BELLPORT, NY\|WEST HAMPTON BEACH, NY\|PATCHOGUE, NY\|SOUTHAMPTON, NY\|PATCHOGUE, NY\|BOCA RATON, FL\|BOCA RATON, FL\|Boca Raton, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	M••••• S••••••	May 3, 2026	May 4, 2026	1	Firm change	Wirehouse to wirehouse
C•••• I••••••••• S••••••• C••••	J••• M••••• S••••••••• L••	Oct 1, 2012	Oct 1, 2012

Relationships

Registered with (3)

→ M••••• S••••••Registered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 1, 2012 to May 3, 2026factForm ADV
→ C•••• I••••••••• S••••••• C••••Registered adviserregistration: previous registration
Nov 1, 2010 to Oct 1, 2012factForm ADV

Dated events

Occurred
May 3, 2026
Advisor changed firm
B•••• S•••• K••••••••• left J••• M••••• S••••••••• L•• for M••••• S•••••• (registered 2026-05-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:061e5143-71eb-d5b3-695a-0b92a808ac39
First observed: Nov 1, 2010
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.