DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

J•••• K••• S••••••

Advisor at S••••• A•••• M••••••••• L•••••

TROY, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 27, 2010 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: S••••• A•••• M••••••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 5, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• A•••• M••••••••• L•••••	Independent wealth	Jun 24, 2026	n/a	yes	TROY, MI	Current employment
I••••••••• F•••••••• P•••••••	Bd affiliated wealth	Mar 16, 2016	Nov 22, 2023	no	Brighton, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• F•••••••• P•••••••	S••••• A•••• M••••••••• L•••••	Nov 22, 2023	Jun 24, 2026	945	Firm change after gap	Ibd to RIA
L•• F•••••••• L••	I••••••••• F•••••••• P•••••••	Mar 16, 2016	Mar 16, 2016

Relationships

Registered with (4)

→ S••••• A•••• M••••••••• L•••••Registered adviserregistration: previous registration
May 27, 2010 to Feb 27, 2013factForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Mar 16, 2016 to Nov 22, 2023factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 24, 2013 to Mar 16, 2016factForm ADV
→ M••••• S••••••

Dated events

Occurred
Nov 22, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 27, 2010
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.