DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

J••• M•••••• K•••••

Advisor at A••••• W••••• M•••••••••

KALISPELL, MT

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Search this name across graphsid dfx:ria:36782063-6a02-c680-4a13-241680937304

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 15, 2005 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: A••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 10, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W••••• M•••••••••	State registered	Nov 26, 2019	n/a	yes	KALISPELL, MT	Current employment
J•••••• • S••••• W••••• M••••••••• G••••• L••	Former SEC adviser	Feb 19, 2008	Dec 16, 2019	no	KALISPELL, MT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••••• • S••••• W••••• M••••••••• G••••• L••	A••••• W••••• M•••••••••	Dec 16, 2019	Nov 26, 2019	-20	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	J•••••• • S••••• W••••• M••••••••• G••••• L••	Jan 2, 2008

Relationships

Registered with (3)

→ A••••• W••••• M•••••••••Registered adviserregistration: current employment
Nov 26, 2019 to presentfactForm ADV
→ J•••••• • S••••• W••••• M••••••••• G••••• L••Registered adviserregistration: previous registration
Feb 19, 2008 to Dec 16, 2019factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 15, 2005 to Jan 2, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36782063-6a02-c680-4a13-241680937304
First observed: Nov 15, 2005
Last observed: Sep 14, 2026 9 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.