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

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RIA / WealthAdvisor13 years in industry

J••••• W•••• K•••••

Advisor at D•••••• W••••• M••••••••• L••

ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:45b01983-8102-d944-90a9-50e82d0b1d9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2022 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: D•••••• W••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom 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
D•••••• W••••• M••••••••• L••	Asset manager	May 9, 2024	n/a	yes	ST. PETERSBURG, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Jan 4, 2022	Oct 16, 2023	no

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
R•••••• J•••• • A••••••••• I•••	D•••••• W••••• M••••••••• L••	Oct 16, 2023	May 9, 2024	206	Firm change	Other

Relationships

Registered with (2)

→ D•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 9, 2024 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jan 4, 2022 to Oct 16, 2023factForm ADV

Dated events

Occurred
Oct 16, 2023
Advisor changed firm
J••••• W•••• K••••• left R•••••• J•••• • A••••••••• I••• for D•••••• W••••• M••••••••• L•• (registered 2024-05-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:45b01983-8102-d944-90a9-50e82d0b1d9d
First observed: Jan 4, 2022
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.