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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

K•••• J• S•••••

Advisor at B•• F•••••••• P•••••• W•••••• I•••

FT WORTH, TX | Fort Worth, TX | Plano, TX

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Search this name across graphsid dfx:ria:3f18aa7a-6cc9-5771-4216-c46526aaa708

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 25, 2009 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: B•• F•••••••• P•••••• W•••••• 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: Sep 9, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 15derivedfrom 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
B•• F•••••••• P•••••• W•••••• I•••	Independent wealth	Oct 9, 2019	n/a	yes	FT WORTH, TX	Current employment
B•• F•••••••• A•••••••	Bd affiliated wealth	Mar 16, 2011	n/a	yes	Plano, TX\|Fort Worth, TX

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
T• A••••••••• I••••••••• M••••••••• L••	T• A••••••••• I•••	Mar 18, 2011	Jul 29, 2010	-232	Channel change	Other
T• A••••••••• I•••	B•• F•••••••• A•••••••	Mar 18, 2011

Relationships

Registered with (5)

→ B•• F•••••••• P•••••• W•••••• I•••Registered adviserregistration: current employment
Oct 9, 2019 to presentfactForm ADV
→ B•• F•••••••• A•••••••Registered adviserregistration: current employment
Mar 16, 2011 to presentfactForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 29, 2010 to Mar 18, 2011factForm ADV
→ T• A••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3f18aa7a-6cc9-5771-4216-c46526aaa708
First observed: Sep 25, 2009
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.