DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant12 years in industry

J••••• L••• K••••••

Advisor at K•••• A••••••• R•••••• I••••••••• M••••••••• L••

LOS ANGELES, CA | Parker, CO

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Search this name across graphsid dfx:ria:2a11f2a3-f68d-b632-0cf3-2d3951cfad4e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 4, 2013 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: K•••• A••••••• R•••••• I••••••••• M••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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
K•••• A••••••• R•••••• I••••••••• M••••••••• L••	Mixed wealth	Nov 17, 2025	n/a	yes	LOS ANGELES, CA\|Parker, CO	Current employment
M••••••	Bd affiliated wealth	Dec 7, 2021	Oct 24, 2025	no	SAN DIEGO, CA\|Highlands Ranch, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••	K•••• A••••••• R•••••• I••••••••• M••••••••• L••	Oct 24, 2025	Nov 17, 2025	24	Firm change	Other
B••••••• I••••••••• S•••••••• I••• •••••	M••••••	Dec 3, 2021	Dec 7, 2021

Relationships

Registered with (5)

→ K•••• A••••••• R•••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Nov 17, 2025 to presentfactForm ADV
→ M••••••Registered adviserregistration: previous registration
Dec 7, 2021 to Oct 24, 2025factForm ADV
→ B••••••• I••••••••• S•••••••• I••• •••••Registered adviserregistration: previous registration
Nov 30, 2020 to Dec 3, 2021factForm ADV
→ A••••• A•• P••••••• S•••••••

Dated events

Occurred
Oct 24, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a11f2a3-f68d-b632-0cf3-2d3951cfad4e
First observed: Nov 4, 2013
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.