DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst11 years in industry

K••• J•••• N••••••••

Advisor at M••••••

Boston, MA

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Search this name across graphsid dfx:ria:75c66651-a48e-8ae5-885e-f80bd0f6a72f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 28, 2020 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: M••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Jul 1, 2022	n/a	yes	Boston, MA	Current employment
T••••• W••••• M••••••••• P•••••••	Former SEC adviser	Aug 28, 2020	Oct 3, 2022	no	CAMBRIDGE, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• W••••• M••••••••• P•••••••	M••••••	Oct 3, 2022	Jul 1, 2022	-94	Firm change after gap	RIA to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
170457:140195:MA:2022-10-03	Oct 3, 2022	Jul 1, 2022	CAMBRIDGE, MA	Firm change after gap

Relationships

Registered with (2)

→ M••••••Registered adviserregistration: current employment
Jul 1, 2022 to presentfactForm ADV
→ T••••• W••••• M••••••••• P•••••••Registered adviserregistration: previous registration
Aug 28, 2020 to Oct 3, 2022factForm ADV

Dated events

Occurred
Oct 3, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:75c66651-a48e-8ae5-885e-f80bd0f6a72f
First observed: Aug 28, 2020
Last observed: Sep 14, 2026 8 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.