DFX Intelligence

T••• J••••• L•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

T••• J••••• L•••••

Advisor at K•••••••• W••••• M••••••••• L••

GRANTS PASS, OR | Casper, WY

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Search this name across graphsid dfx:ria:7d383204-3fe6-c916-828a-0856a1aef1ae

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 8, 2007 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: K•••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 6, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••••••• W••••• M••••••••• L••	Independent wealth	Sep 19, 2019	n/a	yes	Casper, WY\|GRANTS PASS, OR	Current employment
W•••• F•••• A•••••••	Wirehouse	Nov 8, 2007	Sep 23, 2019	no	CASPER, WY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	K•••••••• W••••• M••••••••• L••	Sep 23, 2019	Sep 19, 2019	-4	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ K•••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Sep 19, 2019 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Nov 8, 2007 to Sep 23, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d383204-3fe6-c916-828a-0856a1aef1ae
First observed: Nov 8, 2007
Last observed: Sep 15, 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.