DFX Intelligence

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

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RIA / WealthAdvisor20 years in industry

P••• J•••• K••••••

Advisor at C••••••••• W•••••• L••

Grand Rapids, MI | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:48462a6d-f4b0-1274-ba6e-de119eafe6dc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 13, 2010 to Sep 15, 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: C••••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 6, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• W•••••• L••	Independent wealth	Oct 3, 2018	n/a	yes	Grand Rapids, MI\|OVERLAND PARK, KS	Current employment
G••••• F•••••••• P•••••• C••••••• I•••	Former SEC adviser	Jun 23, 2014	Oct 3, 2018	no	SARASOTA, FL\|GRAND RAPIDS, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• F•••••••• P•••••• C••••••• I•••	C••••••••• W•••••• L••	Oct 3, 2018	Oct 3, 2018	0	Firm change	Ibd to RIA
P•••••• A•••••• G••••• L••	L•• F•••••••• L••	Jun 27, 2014	Sep 25, 2012

Relationships

Registered with (5)

→ C••••••••• W•••••• L••Registered adviserregistration: current employment
Oct 3, 2018 to presentfactForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
Jun 23, 2014 to Oct 3, 2018factForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Jun 21, 2012 to Jun 27, 2014factForm ADV
→ L•• F•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:48462a6d-f4b0-1274-ba6e-de119eafe6dc
First observed: Oct 13, 2010
Last observed: Sep 15, 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.