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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

J•••• B•••• K••••••

Advisor at N•••••••• P••••••• A••••••••• I•••

DOVER, NH | BEDFORD, NH | ROCHESTER, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3e8a2192-b20c-1cb1-00b3-787a98e39d89

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 21, 2012 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: N•••••••• P••••••• A••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 29, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
N•••••••• P••••••• A••••••••• I•••	Independent wealth	Mar 16, 2026	n/a	yes	DOVER, NH\|BEDFORD, NH	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Mar 10, 2020	n/a	yes	ROCHESTER, NH\|DOVER, NH

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• F••••••••• I•••	L•• F•••••••• L••	Mar 12, 2020	Mar 10, 2020	-2	Firm change	Ibd to ibd
Q•••••• A•••• M••••••••• I•••	S•••••••• F••••••••• I•••	Jul 1, 2015

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
133358:133763:NH:2015-06-10	Jul 1, 2015	Jun 30, 2015	DOVER, NH	Firm change

Relationships

Registered with (4)

→ N•••••••• P••••••• A••••••••• I•••Registered adviserregistration: current employment
Mar 16, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: current employment
Mar 10, 2020 to presentfactForm ADV
→ S•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Jun 30, 2015 to Mar 12, 2020factForm ADV
→ Q•••••• A•••• M••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e8a2192-b20c-1cb1-00b3-787a98e39d89
First observed: Nov 21, 2012
Last observed: Sep 15, 2026 7 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.