DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

M••••• E•••• J•••••••

Advisor at K•••• J••••••• W••••• M••••••••• L••

OLYMPIA, WA

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Search this name across graphsid dfx:ria:42da979d-fd40-5b21-8244-a191e0ee472c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 17, 2003 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: K•••• J••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 31, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••• J••••••• W••••• M••••••••• L••	Independent wealth	Feb 28, 2011	n/a	yes	OLYMPIA, WA	Current employment
K•••• J••••••• W••••• M••••••••• L••	Independent wealth	Sep 8, 2009	Dec 31, 2010	no	OLYMPIA, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• L••	P•••••• W••• F•••••••• C••••••••• I••	Sep 28, 2009	Sep 8, 2009	-20	Firm change	Other
P•••••• W••• F•••••••• C••••••••• I••	K•••• J••••••• W••••• M••••••••• L••	Sep 8, 2009	Sep 8, 2009

Relationships

Registered with (4)

→ K•••• J••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 8, 2009 to Dec 31, 2010factForm ADV
→ C•••••• L••Registered adviserregistration: previous registration
Aug 13, 2007 to Sep 28, 2009factForm ADV
→ P•••••• W••• F•••••••• C••••••••• I••Registered adviserregistration: previous registration
Sep 8, 2009 to Sep 8, 2009factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42da979d-fd40-5b21-8244-a191e0ee472c
First observed: Jan 17, 2003
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.