DFX Intelligence

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

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RIA / WealthAdvisor41 years in industry

K•••• J•• M••••••••

Advisor at T••••••••• C•••••• L••

••• Locked

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Search this name across graphsid dfx:ria:1bdc36e9-aec0-8682-b8b3-146bef89bb16

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 6, 2006 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: T••••••••• C•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 14, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• C•••••• L••	Independent wealth	Mar 20, 2020	n/a	yes	Melbourne, FL\|SARASOTA, FL\|Vero Beach, FL	Current employment
T•• M•••••••• G••••	n/a	Nov 6, 2006	Dec 31, 2024	no	MELBOURNE, FL\|VERO BEACH, FL\|MELBOURNE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• M•••••••• G••••	T••••••••• C•••••• L••	Dec 31, 2024	Mar 20, 2020	-1,747	Firm change after gap	Other

Relationships

Registered with (2)

→ T••••••••• C•••••• L••Registered adviserregistration: current employment
Mar 20, 2020 to presentfactForm ADV
→ T•• M•••••••• G••••Registered adviserregistration: previous registration
Nov 6, 2006 to Dec 31, 2024factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1bdc36e9-aec0-8682-b8b3-146bef89bb16
First observed: Nov 6, 2006
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.