K••••• J••••

Advisor at H•••••• S••••••••• I•••

AUSTIN, TX

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Search this name across graphsid dfx:ria:353e72d9-c26c-dd5b-4404-960ad8bec502

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 31, 2001 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: H•••••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 6, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• S••••••••• I•••	Bd affiliated wealth	Jan 20, 2023	n/a	yes	AUSTIN, TX	Current employment
W•••••••••	Independent wealth	Jan 27, 2012	Feb 22, 2023	no	RAMONA, CA\|AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••••••	H•••••• S••••••••• I•••	Feb 22, 2023	Jan 20, 2023	-33	Firm change after gap	RIA to ibd
A••••••• W••••• E•••••••••	J•••• • W•••••••• L••	Aug 13, 2012	Jan 27, 2009

Relationships

Registered with (6)

→ H•••••• S••••••••• I•••Registered adviserregistration: current employment
Jan 20, 2023 to presentfactForm ADV
→ W•••••••••Registered adviserregistration: previous registration
Jan 27, 2012 to Feb 22, 2023factForm ADV
→ A••••••• W••••• E•••••••••Registered adviserregistration: previous registration
Apr 24, 2006 to Aug 13, 2012factForm ADV
→ J•••• • W•••••••• L••

Dated events

Occurred
Feb 22, 2023
Advisor changed firm
K••••• J•••• left Worthpointe for H•••••• S••••••••• I••• (registered 2023-01-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:353e72d9-c26c-dd5b-4404-960ad8bec502
First observed: Dec 31, 2001
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.