DFX Intelligence

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

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RIA / WealthAdvisor36 years in industry

K••• A•••• J••••••

Advisor at F•••••• W••••• A•••••••• L••

Lee's Summit, MO

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Search this name across graphsid dfx:ria:5256eb26-c564-7d46-062c-3882542442c6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 15, 2008 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•••••• W••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 11, 1989earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• W••••• A•••••••• L••	State registered	Aug 29, 2016	n/a	yes	Lee's Summit, MO	Current employment
M••••••••• I••••••••• S•••••••• I•••	Former SEC adviser	May 15, 2008	Aug 10, 2016	no	NEOSHO, MO\|LEAWOOD, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••••• I••••••••• S•••••••• I•••	F•••••• W••••• A•••••••• L••	Aug 10, 2016	Aug 29, 2016	19	Firm change	Other

Relationships

Registered with (2)

→ F•••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Aug 29, 2016 to presentfactForm ADV
→ M••••••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 15, 2008 to Aug 10, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5256eb26-c564-7d46-062c-3882542442c6
First observed: May 15, 2008
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.