DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant13 years in industry

J••• E••••• K•••••

Advisor at R•• C••••••••• L••

SEVEN FIELDS, PA

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Search this name across graphsid dfx:ria:3c299603-44d1-1509-aa94-c16eebccde1d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Oct 8, 2021 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: R•• C••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•• C••••••••• L••	State registered	May 15, 2026	n/a	yes	SEVEN FIELDS, PA	Current employment
K•• I••••••••• S••••••• L••	Bd affiliated wealth	Nov 11, 2024	Aug 13, 2025	no	PITTSBURGH, PA\|BROOKLYN, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•• I••••••••• S••••••• L••	R•• C••••••••• L••	Aug 13, 2025	May 15, 2026	275	Firm change	Ibd to state RIA
C••••••• S••••••••• I•••	K•• I••••••••• S••••••• L••	Jul 10, 2024	Nov 11, 2024

Relationships

Registered with (4)

→ R•• C••••••••• L••Registered adviserregistration: current employment
May 15, 2026 to presentfactForm ADV
→ K•• I••••••••• S••••••• L••Registered adviserregistration: previous registration
Nov 11, 2024 to Aug 13, 2025factForm ADV
→ C••••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 25, 2023 to Jul 10, 2024factForm ADV
→ W•• B•••••••• S•••••••• I•••

Dated events

Occurred
Aug 13, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jul 10, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 30, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c299603-44d1-1509-aa94-c16eebccde1d
First observed: Oct 8, 2021
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.