DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

J•••• D••• K•••••

Advisor at B••••••••• A•••• M••••••••• L••

JUPITER, FL | Shelby Township, MI

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Search this name across graphsid dfx:ria:64bf7697-3766-c78d-1926-50d10b901f43

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2004 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: B••••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 29, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• A•••• M••••••••• L••	Independent wealth	Mar 21, 2017	n/a	yes	JUPITER, FL\|Shelby Township, MI	Current employment
N••• F•••••••• G••••• I•••	Former SEC adviser	Mar 3, 2008	Mar 20, 2017	no	SHELBY TOWNSHIP, MI\|HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••• F•••••••• G••••• I•••	B••••••••• A•••• M••••••••• L••	Mar 20, 2017	Mar 21, 2017	1	Firm change	Other
C•••••• F•••••••• S•••••••• I•••	N••• F•••••••• G••••• I•••	Mar 3, 2008	Mar 3, 2008

Relationships

Registered with (4)

→ B••••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Mar 21, 2017 to presentfactForm ADV
→ N••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Mar 3, 2008 to Mar 20, 2017factForm ADV
→ C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Oct 18, 2005 to Mar 3, 2008factForm ADV
→ J•••• • L••••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64bf7697-3766-c78d-1926-50d10b901f43
First observed: Feb 6, 2004
Last observed: Sep 15, 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.