B•••• J••• K•••

Advisor at B••••••• F• E•••••• • C••••••• I•••••••••

ST. LOUIS, MO | Grand Rapids, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:26728515-f930-de43-8f8d-43db71c0302e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 18, 2011 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: B••••••• F• E•••••• • C••••••• I•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 18, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• F• E•••••• • C••••••• I•••••••••	Bd affiliated wealth	Dec 10, 2024	n/a	yes	ST. LOUIS, MO\|ST. LOUIS, MO\|Grand Rapids, MI	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	May 22, 2024	Oct 16, 2024	no	TROY, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	B••••••• F• E•••••• • C••••••• I•••••••••	Oct 16, 2024	Dec 10, 2024	55	Firm change	Other
W•••••• • R•••	N••••••••• M••••• I••••••••• S•••••••••	Nov 22, 2011	May 22, 2024

Relationships

Registered with (3)

→ B••••••• F• E•••••• • C••••••• I•••••••••Registered adviserregistration: current employment
Dec 10, 2024 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
May 22, 2024 to Oct 16, 2024factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
May 18, 2011 to Nov 22, 2011factForm ADV

Dated events

Occurred
Oct 16, 2024
Advisor changed firm
B•••• J••• K••• left N••••••••• M••••• I••••••••• S••••••••• for B••••••• F• E•••••• • C••••••• I••••••••• (registered 2024-12-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26728515-f930-de43-8f8d-43db71c0302e
First observed: May 18, 2011
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.