DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industrynot currently registered

J•••• K•••••• F••••

Advisor at F•••• T•••• S••••••••• I•••

West Palm Beach, FL

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Search this name across graphsid dfx:ria:2622e076-2503-6a09-a65e-ab80448a2762

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jul 31, 2017 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: F•••• T•••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• T•••• S••••••••• I•••	Bd affiliated wealth	Mar 17, 2026	n/a	yes	West Palm Beach, FL	Current employment
A•••• F•••••••• A•••••••• L••	State registered	Aug 1, 2022	Mar 18, 2026	no	BOCA RATON, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• F•••••••• A•••••••• L••	F•••• T•••• S••••••••• I•••	Mar 18, 2026	Mar 17, 2026	-1	Firm change	Other
H•••••• P•••••••• M••••••••• L••	A•••• F•••••••• A•••••••• L••	Jul 28, 2022	Aug 1, 2022

Relationships

Registered with (5)

→ F•••• T•••• S••••••••• I•••Registered adviserregistration: current employment
Mar 17, 2026 to presentfactForm ADV
→ A•••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 1, 2022 to Mar 18, 2026factForm ADV
→ H•••••• P•••••••• M••••••••• L••Registered adviserregistration: previous registration
May 10, 2021 to Jul 28, 2022factForm ADV
→ O•• O•• C•••••• M••••••••• L••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 18, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jul 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 19, 2026
date not stated
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2622e076-2503-6a09-a65e-ab80448a2762
First observed: Jul 31, 2017
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.