DFX Intelligence

N••••• Z••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

N••••• Z••• D•••••

Advisor at H•••••• T••••••• • K•••• L••

GOODLETTSVILLE, TN

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Search this name across graphsid dfx:ria:553cc323-decd-0971-dc6b-13421a731727

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 7, 2023 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: H•••••• T••••••• • K•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• T••••••• • K•••• L••	Independent wealth	Jul 24, 2026	n/a	yes	GOODLETTSVILLE, TN	Current employment
S•••••• P•••••••• L••	Independent wealth	Sep 7, 2023	Jul 24, 2026	no	OMAHA, NE\|GOODLETTSVILLE, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• P•••••••• L••	H•••••• T••••••• • K•••• L••	Jul 24, 2026	Jul 24, 2026	0	Firm change	RIA to RIA

Relationships

Registered with (2)

→ H•••••• T••••••• • K•••• L••Registered adviserregistration: current employment
Jul 24, 2026 to presentfactForm ADV
→ S•••••• P•••••••• L••Registered adviserregistration: previous registration
Sep 7, 2023 to Jul 24, 2026factForm ADV

Dated events

Occurred
Jul 24, 2026
Advisor changed firm
N••••• Z••• D••••• left S•••••• P•••••••• L•• for H•••••• T••••••• • K•••• L•• (registered 2026-07-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:553cc323-decd-0971-dc6b-13421a731727
First observed: Sep 7, 2023
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.