DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

J••••• K•••••••••

Advisor at F•• I••••••••• L••

TAMPA, FL

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Search this name across graphsid dfx:ria:5693220b-5dc2-f040-fd00-b4241bd5746b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 18, 2025 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•• I••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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
F•• I••••••••• L••	Independent wealth	Jul 17, 2026	n/a	yes	TAMPA, FL	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Feb 18, 2025	Jun 22, 2025	no	SAN ANTONIO, TX\|San Antonio, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	F•• I••••••••• L••	Jun 22, 2025	Jul 17, 2026	390	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ F•• I••••••••• L••Registered adviserregistration: current employment
Jul 17, 2026 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Feb 18, 2025 to Jun 22, 2025factForm ADV

Dated events

Occurred
Jun 22, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5693220b-5dc2-f040-fd00-b4241bd5746b
First observed: Feb 18, 2025
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.