DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

K•••• J••••• H••••••••

Advisor at F•••••••• A•••••• I•••

MONUMENT, CO

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Search this name across graphsid dfx:ria:4693c39b-931e-f841-93d7-6bc96590a7cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 10, 2014 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: F•••••••• A•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••••• A•••••• I•••	Independent wealth	May 18, 2020	n/a	yes	MONUMENT, CO	Current employment
T•••• P••••• F••••••••• I•••	Former SEC adviser	Apr 17, 2018	Jun 28, 2019	no	COLORADO SPRINGS, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• P••••• F••••••••• I•••	F•••••••• A•••••• I•••	Jun 28, 2019	May 18, 2020	325	Firm change	RIA to RIA
T• R••• P•••• A••••••• S•••••••• I•••	T•••• P••••• F••••••••• I•••	Sep 5, 2017	Apr 17, 2018

Relationships

Registered with (3)

→ F•••••••• A•••••• I•••Registered adviserregistration: current employment
May 18, 2020 to presentfactForm ADV
→ T•••• P••••• F••••••••• I•••Registered adviserregistration: previous registration
Apr 17, 2018 to Jun 28, 2019factForm ADV
→ T• R••• P•••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 10, 2014 to Sep 5, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4693c39b-931e-f841-93d7-6bc96590a7cf
First observed: Sep 10, 2014
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.