K••• J••••• F••

Advisor at G•••••• I••••••••• M•••••••••

CARMEL, IN

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:6fd596ae-a570-f9ce-2411-833a453e4460

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 18, 2015 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•••••• I••••••••• M•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• I••••••••• M•••••••••	Mixed wealth	Aug 14, 2019	n/a	yes	CARMEL, IN	Current employment
C••••••••• W•••••• L••	Independent wealth	Nov 27, 2018	Aug 9, 2019	no	Indianapolis, IN\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• W•••••• L••	G•••••• I••••••••• M•••••••••	Aug 9, 2019	Aug 14, 2019	5	Firm change	RIA to RIA
E•• W••••• A••••••• L••	C••••••••• W•••••• L••	Nov 27, 2018	Nov 27, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
282333:284964:IN:2017-12-31	Dec 31, 2017	Sep 7, 2016	INDIANAPOLIS, IN	Firm change after gap
284964:282333:IN:2017-12-31	Dec 31, 2017	Jan 16, 2018	INDIANAPOLIS, IN	Firm change

Relationships

Registered with (4)

→ G•••••• I••••••••• M•••••••••Registered adviserregistration: current employment
Aug 14, 2019 to presentfactForm ADV
→ C••••••••• W•••••• L••Registered adviserregistration: previous registration
Nov 27, 2018 to Aug 9, 2019factForm ADV
→ E•• W••••• A••••••• L••Registered adviserregistration: previous registration
Jan 16, 2018 to Nov 27, 2018factForm ADV
→ P••••••••• W••••• A••••••• L••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6fd596ae-a570-f9ce-2411-833a453e4460
First observed: Dec 18, 2015
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.