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

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RIA / WealthAdvisor13 years in industry

K•••• A••••• R••••••

Advisor at J••••• I••••••••• M••••••••• I•••

LAKE OSWEGO, OR

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Search this name across graphsid dfx:ria:550b0c5e-2cd5-52fe-cd25-0f6c55195f4d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 7, 2012 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: J••••• I••••••••• M••••••••• I•••
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 6, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J••••• I••••••••• M••••••••• I•••	Asset manager	Jan 5, 2015	n/a	yes	LAKE OSWEGO, OR	Current employment
F••••• I•••••••••	Independent wealth	Dec 7, 2012	Jan 16, 2015	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• I•••••••••	J••••• I••••••••• M••••••••• I•••	Jan 16, 2015	Jan 5, 2015	-11	Firm change	Other

Relationships

Registered with (2)

→ J••••• I••••••••• M••••••••• I•••Registered adviserregistration: current employment
Jan 5, 2015 to presentfactForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Dec 7, 2012 to Jan 16, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:550b0c5e-2cd5-52fe-cd25-0f6c55195f4d
First observed: Dec 7, 2012
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.