DFX Intelligence

J•••••• W••• G•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor31 years in industry

J•••••• W••• G•••••••

Advisor at K•• P••••••• L••

CONROE, TX

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Search this name across graphsid dfx:ria:2bea20b5-d7e4-a264-b52e-555bcf766c32

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 19, 2007 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: K•• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 14, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•• P••••••• L••	State registered	Feb 20, 2025	n/a	yes	CONROE, TX	Current employment
T••••• W•••••• L•••••	Independent wealth	Dec 9, 2021	Jul 23, 2024	no	SCOTTSDALE, AZ\|AUSTIN, TX\|SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• W•••••• L•••••	K•• P••••••• L••	Jul 23, 2024	Feb 20, 2025	212	Firm change	RIA to state RIA
W•••• F•••• A•••••••	T••••• W•••••• L•••••	Dec 1, 2021	Dec 9, 2021

Relationships

Registered with (4)

→ K•• P••••••• L••Registered adviserregistration: current employment
Feb 20, 2025 to presentfactForm ADV
→ T••••• W•••••• L•••••Registered adviserregistration: previous registration
Dec 9, 2021 to Jul 23, 2024factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 31, 2020 to Dec 1, 2021factForm ADV
→ A••••• A•• P••••••• S•••••••

Dated events

Occurred
Jul 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bea20b5-d7e4-a264-b52e-555bcf766c32
First observed: Jul 19, 2007
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.