DFX Intelligence

J••••••• L•• R•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

J••••••• L•• R•••••

Advisor at K••••••••• W••••• A•••••••

Bethlehem, PA

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Search this name across graphsid dfx:ria:47622c18-0fad-9e4b-1122-93da039996b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 10, 2019 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••••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2012earliest 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••••••• W••••• A•••••••	Independent wealth	Aug 26, 2024	n/a	yes	Bethlehem, PA	Current employment
V••••• N••••••• A••••••• I••	Independent wealth	Oct 15, 2019	Aug 6, 2024	no	BETHLEHEM, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• N••••••• A••••••• I••	K••••••••• W••••• A•••••••	Aug 6, 2024	Aug 26, 2024	20	Firm change	RIA to new firm
C••••••••• F•••••••• N••••••	V••••• N••••••• A••••••• I••	Sep 16, 2019	Oct 15, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
110788:331996:PA:2024-08-06	Aug 6, 2024	Aug 26, 2024	BETHLEHEM, PA	Firm change

Relationships

Registered with (3)

→ K••••••••• W••••• A•••••••Registered adviserregistration: current employment
Aug 26, 2024 to presentfactForm ADV
→ V••••• N••••••• A••••••• I••Registered adviserregistration: previous registration
Oct 15, 2019 to Aug 6, 2024factForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
May 10, 2019 to Sep 16, 2019factForm ADV

Dated events

Occurred
Aug 6, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47622c18-0fad-9e4b-1122-93da039996b0
First observed: May 10, 2019
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.