DFX Intelligence

T••••••• J••• H•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

T••••••• J••• H•••••••

Advisor at K•••••••• W••••• M••••••••• L••

POWELL, OH | GRANTS PASS, OR

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 25, 2007 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: K•••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••••••• W••••• M••••••••• L••	Independent wealth	Aug 8, 2025	n/a	yes	POWELL, OH\|GRANTS PASS, OR	Current employment
E••••• J••••	National bd RIA	Jan 25, 2007	Aug 11, 2025	no	POWELL, OH\|POWELL, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	K•••••••• W••••• M••••••••• L••	Aug 11, 2025	Aug 8, 2025	-3	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
250:148107:OH:2025-08-11	Aug 11, 2025	Aug 8, 2025	POWELL, OH	Firm change

Relationships

Registered with (2)

→ K•••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 8, 2025 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jan 25, 2007 to Aug 11, 2025factForm ADV

Dated events

Order

Occurred
11 Aug 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 25, 2007
Last observed: Sep 14, 2026 10 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.