K••• H•••••

Advisor at M••••• O• O•••• I••••••• S•••••••• I•••

Omaha, NE | O••••, NE

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:7bd4a1e9-53b4-a1b8-f8fb-db79f08b09a4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Mar 21, 2022 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: M••••• O• O•••• I••••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• O• O•••• I••••••• S•••••••• I•••	Independent wealth	Nov 24, 2025	n/a	yes	Omaha, NE\|O••••, NE	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Mar 21, 2024	Nov 14, 2025	no	Omaha, NE\|Papillion, NE\|Papillion, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	M••••• O• O•••• I••••••• S•••••••• I•••	Nov 14, 2025	Nov 24, 2025	10	Firm change	Wirehouse to RIA
W•••• F•••• A•••••••	J••• M••••• S••••••••• L••	Feb 27, 2024	Mar 21, 2024

Relationships

Registered with (3)

→ M••••• O• O•••• I••••••• S•••••••• I•••Registered adviserregistration: current employment
Nov 24, 2025 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Mar 21, 2024 to Nov 14, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 21, 2022 to Feb 27, 2024factForm ADV

Dated events

Occurred
Nov 14, 2025
Advisor changed firm
K••• H••••• left J••• M••••• S••••••••• L•• for M••••• O• O•••• I••••••• S•••••••• I••• (registered 2025-11-24)
Form ADVobserved 7 days ago
Occurred
Feb 27, 2024
Advisor changed firm
K••• H••••• left W•••• F•••• A••••••• for J••• M••••• S••••••••• L•• (registered 2024-03-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7bd4a1e9-53b4-a1b8-f8fb-db79f08b09a4
First observed: Mar 21, 2022
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.