T••••• J• L•••

Advisor at K••• • L••• F•••••••• M••••••••• L••

GREENVILLE, NC

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:1a06b911-bd09-a4a4-a57c-4f4de5795e81

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 12, 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: K••• • L••• F•••••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 26, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••• • L••• F•••••••• M••••••••• L••	State registered	Mar 23, 2018	n/a	yes	GREENVILLE, NC	Current employment
F•••• C•••••• A••••••• S•••••••	Bd affiliated wealth	Dec 15, 2015	Mar 8, 2018	no	FORT WORTH, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• C•••••• A••••••• S•••••••	K••• • L••• F•••••••• M••••••••• L••	Mar 8, 2018	Mar 23, 2018	15	Firm change	Ibd to state RIA
F•••• C•••••• F•••••••• P•••••••• I•••	F•••• C•••••• A••••••• S•••••••	Dec 15, 2015	Dec 15, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
281958:292851:TX:2018-03-08	Mar 8, 2018	Mar 23, 2018	FORT WORTH, TX	Firm change

Relationships

Registered with (3)

→ K••• • L••• F•••••••• M••••••••• L••Registered adviserregistration: current employment
Mar 23, 2018 to presentfactForm ADV
→ F•••• C•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Dec 15, 2015 to Mar 8, 2018factForm ADV
→ F•••• C•••••• F•••••••• P•••••••• I•••Registered adviserregistration: previous registration
Feb 12, 2013 to Dec 15, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a06b911-bd09-a4a4-a57c-4f4de5795e81
First observed: Feb 12, 2013
Last observed: Sep 14, 2026 8 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.