DFX Intelligence

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

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RIA / WealthAdvisor29 years in industry

J•••• R•••• K•••••••

Advisor at K••••••• F•••••••• G••••

CHICAGO, IL

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Search this name across graphsid dfx:ria:4920be20-077e-0d69-58e1-f3820ea49437

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 11, 1998 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•••••••• G••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 8, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••••• F•••••••• G••••	State registered	Jan 24, 2025	n/a	yes	CHICAGO, IL	Current employment
F••••••• W••••• A•••••••• L••	Independent wealth	Jun 25, 2020	Nov 18, 2020	no	CHICAGO, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• W••••• A•••••••• L••	K••••••• F•••••••• G••••	Nov 18, 2020	Jan 24, 2025	1,528	Firm change after gap	RIA to state RIA
S• A•••••••• L••	F••••••• W••••• A•••••••• L••	Mar 6, 2019	Jun 25, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
205:226606:FL:2015-08-11	Aug 11, 2015	Aug 11, 2015	MIAMI, FL	Firm change

Relationships

Registered with (7)

→ K••••••• F•••••••• G••••Registered adviserregistration: current employment
Jan 24, 2025 to presentfactForm ADV
→ F••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 25, 2020 to Nov 18, 2020factForm ADV
→ S• A•••••••• L••Registered adviserregistration: previous registration
Jan 4, 2019 to Mar 6, 2019factForm ADV
→ S•••••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4920be20-077e-0d69-58e1-f3820ea49437
First observed: Mar 11, 1998
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.