R•••• J• K•••••

Advisor at T•• C•••••• G••••• L••

BOISE, ID | Winter Park, FL

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:28d8c7b3-7003-6226-c320-52f01ad821ec

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 27, 2012 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: T•• C•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• C•••••• G••••• L••	Independent wealth	May 18, 2024	n/a	yes	BOISE, ID\|Winter Park, FL	Current employment
G••• S••••• C••••••• L••	Former SEC adviser	Sep 5, 2021	Apr 23, 2024	no	CHICAGO, IL\|Winter Park, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••• S••••• C••••••• L••	T•• C•••••• G••••• L••	Apr 23, 2024	May 18, 2024	25	Firm change	RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	G••• S••••• C••••••• L••	Jul 9, 2018	Sep 5, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
286671:124272:IL:2024-04-23	Apr 23, 2024	May 18, 2024	CHICAGO, IL	Firm change
149777:7691:MI:2017-03-06	Mar 7, 2017	Mar 3, 2017	TROY, MI	Firm change

Relationships

Registered with (4)

→ T•• C•••••• G••••• L••Registered adviserregistration: current employment
May 18, 2024 to presentfactForm ADV
→ G••• S••••• C••••••• L••Registered adviserregistration: previous registration
Sep 5, 2021 to Apr 23, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 3, 2017 to Jul 9, 2018factForm ADV
→ M••••• S••••••

Dated events

Occurred
Apr 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:28d8c7b3-7003-6226-c320-52f01ad821ec
First observed: Nov 27, 2012
Last observed: Sep 15, 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.