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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst25 years in industry

B•••• J•• K•••

Advisor at G•••••••• C•••••• M•••••••••

MOUNT PLEASANT, SC

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:62d5c444-3399-7204-1c87-59685a53c294

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 6, 2010 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: G•••••••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 30, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom 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
G•••••••• C•••••• M•••••••••	Independent wealth	Jun 3, 2022	n/a	yes	MOUNT PLEASANT, SC	Current employment
S•••••••• C••••••	Former SEC adviser	May 9, 2021	May 16, 2022	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
S•••••••• C••••••	G•••••••• C•••••• M•••••••••	May 16, 2022	Jun 3, 2022	18	Firm change	Other
G•••••••• C•••••• M•••••••••	S•••••••• C••••••	Aug 18, 2021

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
113364:140795:SC:2022-05-16	May 16, 2022	Jun 3, 2022	MOUNT PLEASANT, SC	Firm change
140795:113364:SC:2021-08-18	Aug 18, 2021	May 9, 2021	MOUNT PLEASANT, SC	Firm change after gap

Relationships

Registered with (3)

→ G•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Sep 4, 2019 to Aug 18, 2021factForm ADV
→ S•••••••• C••••••Registered adviserregistration: previous registration
May 9, 2021 to May 16, 2022factForm ADV
→ T•••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 6, 2010 to Apr 6, 2018factForm ADV

Dated events

Occurred
May 16, 2022
Advisor changed firm
B•••• J•• K••• left S•••••••• C•••••• for G•••••••• C•••••• M••••••••• (registered 2022-06-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62d5c444-3399-7204-1c87-59685a53c294
First observed: Jan 6, 2010
Last observed: Sep 14, 2026 7 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.