DFX Intelligence

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

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RIA / WealthAdvisor43 years in industry

K•••• D•••• D•••

Advisor at J•••••• D••• C•••••• A•••••••• I•••

Palm Harbor, FL

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Search this name across graphsid dfx:ria:432ab597-a764-5935-5155-b88336da52f7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 1, 2002 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: J•••••• D••• C•••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 22, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• D••• C•••••• A•••••••• I•••	Independent wealth	Jun 16, 2022	n/a	yes	Palm Harbor, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Jul 26, 2010	Jun 24, 2022	no	TARPON SPRINGS, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	J•••••• D••• C•••••• A•••••••• I•••	Jun 24, 2022	Jun 16, 2022	-8	Firm change	Wirehouse to new firm
M••••• S••••••	W•••• F•••• A•••••••	Jul 22, 2010	Jul 26, 2010

Relationships

Registered with (4)

→ J•••••• D••• C•••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 16, 2022 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 26, 2010 to Jun 24, 2022factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Jul 22, 2010factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

Occurred
Jun 24, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:432ab597-a764-5935-5155-b88336da52f7
First observed: Mar 1, 2002
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.