DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst35 years in industry

A••••• K•••• J••••••

Advisor at G••• C•••• I••••••••• M•••••••••

fort myers, FL

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Search this name across graphsid dfx:ria:2193bd06-92a9-887c-1d5b-ed850961058e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 27, 2007 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: G••• C•••• I••••••••• M•••••••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Dec 7, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••• C•••• I••••••••• M•••••••••	Former SEC adviser	Apr 2, 2026	n/a	yes	fort myers, FL	Current employment
G••• C•••• I••••••••• M•••••••••	Former SEC adviser	Aug 27, 2007	Dec 31, 2025	no	Fort Myers, FL

Relationships

Registered with (1)

→ G••• C•••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Aug 27, 2007 to Dec 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2193bd06-92a9-887c-1d5b-ed850961058e
First observed: Aug 27, 2007
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.