DFX Intelligence

J••••• K••••••••• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

J••••• K••••••••• C•••••••

Advisor at T•• S•••••••• F•••••••• A•••••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:1b8fb623-f8ba-0c60-ee51-2744b1c22c69

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 1, 2013 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

J••••• K••••••••• C•••••••

Family principal · key crd individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: T•• S•••••••• F•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• S•••••••• F•••••••• A•••••••	Bd affiliated wealth	Jun 3, 2025	n/a	yes	ATLANTA, GA	Current employment

Relationships

Registered with (1)

→ T•• S•••••••• F•••••••• A•••••••Registered adviserregistration: current employment
Jun 3, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b8fb623-f8ba-0c60-ee51-2744b1c22c69
First observed: Feb 1, 2013
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.