DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant22 years in industry

K•••• J••• C••••••

Advisor at B•••••• W••••• M••••••••• L••

COATESVILLE, PA

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Search this name across graphsid dfx:ria:80320d4a-82d5-f795-c548-abac68ca4cbf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 10, 2007 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: B•••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• W••••• M••••••••• L••	State registered	Nov 24, 2025	n/a	yes	COATESVILLE, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Oct 14, 2010	Dec 1, 2010	no	NEWTOWN SQUARE, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	B•••••• W••••• M••••••••• L••	Dec 1, 2010	Nov 24, 2025	5,472	Firm change after gap	Other
V•••• F•••••••• A•••••••• I•••	L•• F•••••••• L••	Feb 26, 2010	Oct 14, 2010

Relationships

Registered with (4)

→ B•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 24, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 14, 2010 to Dec 1, 2010factForm ADV
→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 26, 2008 to Feb 26, 2010factForm ADV
→ R••••• B••• • C••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80320d4a-82d5-f795-c548-abac68ca4cbf
First observed: May 10, 2007
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.