DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

J•••••• M•••• N•••••

Advisor at A•••••• S••••••••• I••• T•••••• N•••• K•••••••

LIBERTY LAKE, WA

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Search this name across graphsid dfx:ria:18625c00-2a41-a072-5f59-b45d98b326eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2000 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: A•••••• S••••••••• I••• T•••••• N•••• K•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 8, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••• S••••••••• I••• T•••••• N•••• K•••••••	Independent wealth	Oct 20, 2009	n/a	yes	LIBERTY LAKE, WA\|LIBERTY LAKE, WA	Current employment
B•••••• I••••••••• M•••	n/a	Jan 28, 2000	Oct 16, 2009	no	SPOKANE, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••• I••••••••• M•••	A•••••• S••••••••• I••• T•••••• N•••• K•••••••	Oct 16, 2009	Oct 20, 2009	4	Firm change	Other

Relationships

Registered with (2)

→ A•••••• S••••••••• I••• T•••••• N•••• K•••••••Registered adviserregistration: current employment
Oct 20, 2009 to presentfactForm ADV
→ B•••••• I••••••••• M•••Registered adviserregistration: previous registration
Jan 28, 2000 to Oct 16, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18625c00-2a41-a072-5f59-b45d98b326eb
First observed: Jan 28, 2000
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.