DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

J••• L•••• K••••••

Advisor at M••••• W••••• L••

CHANDLER, AZ | Mosinee, WI

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Search this name across graphsid dfx:ria:252de2c6-ac15-576a-cf2a-b7d17323b4f3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Apr 9, 2014 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: M••••• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 29, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• L••	State registered	May 31, 2024	n/a	yes	Mosinee, WI\|CHANDLER, AZ	Current employment
T•••• W•••••	Independent wealth	Sep 22, 2022	Jun 3, 2024	no	MOSINEE, WI\|HIGH POINT, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• W•••••	M••••• W••••• L••	Jun 3, 2024	May 31, 2024	-3	Firm change	RIA to state RIA
P•••••••• A•••••••	T•••• W•••••	Sep 23, 2022	Sep 22, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
320643:331245:NC:2024-06-03	Jun 3, 2024	May 31, 2024	HIGH POINT, NC	Firm change
10111:320643:WI:2022-09-20	Sep 23, 2022	Sep 22, 2022	WAUSAU, WI	Firm change

Relationships

Registered with (3)

→ M••••• W••••• L••Registered adviserregistration: current employment
May 31, 2024 to presentfactForm ADV
→ T•••• W•••••Registered adviserregistration: previous registration
Sep 22, 2022 to Jun 3, 2024factForm ADV
→ P•••••••• A•••••••Registered adviserregistration: previous registration
Apr 9, 2014 to Sep 23, 2022factForm ADV

Dated events

Occurred
Jun 3, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Sep 23, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:252de2c6-ac15-576a-cf2a-b7d17323b4f3
First observed: Apr 9, 2014
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.