DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

J•••••• L••• W••••••

Advisor at K••••• A•••••••• I•••

Boerne, TX | FT. LAUDERDALE, FL

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Search this name across graphsid dfx:ria:1db5ea91-6a93-686d-ac9b-66b96ee0108c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 7, 2005 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••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 12, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••• A•••••••• I•••	Bd affiliated wealth	Aug 21, 2026	n/a	yes	Boerne, TX\|FT. LAUDERDALE, FL	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 29, 2023	Aug 25, 2026	no	BOERNE, TX\|BOERNE, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	K••••• A•••••••• I•••	Aug 25, 2026	Aug 21, 2026	-4	Firm change	Ibd to ibd
C••••• A•••••• N••••••• L••	C••••• I••••••••• A••••••• L••	Jun 29, 2023	Jun 29, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:140808:TX:2026-08-25	Aug 25, 2026	Aug 21, 2026	BOERNE, TX	Firm change

Relationships

Registered with (3)

→ K••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 21, 2026 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 29, 2023 to Aug 25, 2026factForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
Mar 7, 2005 to Jun 29, 2023factForm ADV

Dated events

Occurred
Aug 25, 2026
A•••••• firm change
J•••••• L••• W•••••• left C••••• I••••••••• A••••••• L•• for K••••• A•••••••• I••• (registered 2026-08-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1db5ea91-6a93-686d-ac9b-66b96ee0108c
First observed: Mar 7, 2005
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.