DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

J••• T••••• K•••••

Advisor at T•• C•••••• M•••••••••

COTO DE CAZA, CA | GILBERT, AZ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 21, 2014 to Sep 15, 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: T•• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• C•••••• M•••••••••	Independent wealth	Nov 12, 2013	n/a	yes	COTO DE CAZA, CA\|GILBERT, AZ	Current employment
T••• L••	n/a	Feb 21, 2014	Jan 10, 2016	no	IRVINE, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••• L••	n/a	Jan 10, 2016	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ T•• C•••••• M•••••••••Registered adviserregistration: current employment
Nov 12, 2013 to presentfactForm ADV
→ T••• L••Registered adviserregistration: previous registration
Feb 21, 2014 to Jan 10, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 21, 2014
Last observed: Sep 15, 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.