DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

J•••••• K•••••••

Advisor at F••••••

SAN FRANCISCO, CA | Thompsons Station, TN

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Search this name across graphsid dfx:ria:1d104221-c46e-996c-2854-a64ddc458c7d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 4, 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 29, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Oct 20, 2023	n/a	yes	SAN FRANCISCO, CA\|Thompsons Station, TN	Current employment
U••••• C•••••• F•••••••• A•••••••	Independent wealth	Aug 11, 2017	Nov 9, 2023	no	SEARCY, AR\|LITTLE ROCK, AR\|BLYTHEVILLE, AR\|FRANKLIN, TN\|SEARCY, AR\|BRENTWOOD, TN\|LOUISVILLE, KY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••••• C•••••• F•••••••• A•••••••	F••••••	Nov 9, 2023	Oct 20, 2023	-20	Firm change	RIA to RIA
K••••••• • K•••• T•• A•• A•••• M••••••••• G••••	U••••• C•••••• F•••••••• A•••••••	Aug 11, 2017	Aug 11, 2017

Relationships

Registered with (5)

→ F••••••Registered adviserregistration: current employment
Oct 20, 2023 to presentfactForm ADV
→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Aug 11, 2017 to Nov 9, 2023factForm ADV
→ K••••••• • K•••• T•• A•• A•••• M••••••••• G••••Registered adviserregistration: previous registration
Oct 4, 2012 to Aug 11, 2017factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Nov 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d104221-c46e-996c-2854-a64ddc458c7d
First observed: Jan 4, 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.