J• T••• K••••••

Advisor at C•••••• F•••••••• P•••••••

HENDERSON, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6083e713-bcdd-1071-f708-056fae188f99

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 27, 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: C•••••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• F•••••••• P•••••••	State registered	Jun 15, 2021	n/a	yes	HENDERSON, NV	Current employment
O•• W••••• M••• L••	Independent wealth	Oct 22, 2018	Mar 29, 2021	no	LAS VEGAS, NV	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•• W••••• M••• L••	C•••••• F•••••••• P•••••••	Mar 29, 2021	Jun 15, 2021	78	Firm change	RIA to state RIA
U•• F•••••••• S••••••• I•••	O•• W••••• M••• L••	Feb 10, 2017	Oct 22, 2018

Relationships

Registered with (4)

→ C•••••• F•••••••• P•••••••Registered adviserregistration: current employment
Jun 15, 2021 to presentfactForm ADV
→ O•• W••••• M••• L••Registered adviserregistration: previous registration
Oct 22, 2018 to Mar 29, 2021factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Feb 24, 2016 to Feb 10, 2017factForm ADV
→ W•••••• • R•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6083e713-bcdd-1071-f708-056fae188f99
First observed: Jun 27, 2012
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.