DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

J•••• S•••• H•••••••

Advisor at K••••••• F•••••••• S•••••••• L••

NEW CASTLE, PA

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Search this name across graphsid dfx:ria:443a3915-aff8-9ee4-f671-89a321be8961

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 24, 2020 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••••••• F•••••••• S•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••••• F•••••••• S•••••••• L••	Independent wealth	Feb 28, 2025	n/a	yes	NEW CASTLE, PA	Current employment
F••••••••• I••••••••• A••••••• L••	Independent wealth	Jun 11, 2024	Jan 13, 2025	no	Zelienople, PA\|PHOENIX, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••••• I••••••••• A••••••• L••	K••••••• F•••••••• S•••••••• L••	Jan 13, 2025	Feb 28, 2025	46	Firm change	RIA to RIA
P•••• S••••••••• L••	F••••••••• I••••••••• A••••••• L••	Apr 19, 2024	Jun 11, 2024

Relationships

Registered with (3)

→ K••••••• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Feb 28, 2025 to presentfactForm ADV
→ F••••••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 11, 2024 to Jan 13, 2025factForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Nov 24, 2020 to Apr 19, 2024factForm ADV

Dated events

Occurred
Jan 13, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:443a3915-aff8-9ee4-f671-89a321be8961
First observed: Nov 24, 2020
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.