DFX Intelligence

K•••••• B• T••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

K•••••• B• T••••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

••• Locked

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:86a93767-2fb1-3097-a577-6f0401a32755

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 22, 2018 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Feb 17, 2026	n/a	yes	SAINT PETERSBURG, FL\|West Palm Beach, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Aug 18, 2023	Dec 31, 2025	no	ST. PETERSBURG, FL\|West Palm Beach, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Dec 31, 2025	Feb 17, 2026	48	Bulk transfer	Ibd to ibd
P•••••• W••••• M•••••••• L••	R•••••• J•••• • A••••••••• I•••	May 11, 2022	Aug 18, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
140808:308969:FL:2020-06-22	Jun 22, 2020	Apr 30, 2021	FT LAUDERDALE, FL	Firm change

Relationships

Registered with (5)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Feb 17, 2026 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Aug 18, 2023 to Dec 31, 2025factForm ADV
→ P•••••• W••••• M•••••••• L••Registered adviserregistration: previous registration
Apr 30, 2021 to May 11, 2022factForm ADV
→ K••••• A•••••••• I•••

Dated events

Occurred
May 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86a93767-2fb1-3097-a577-6f0401a32755
First observed: May 22, 2018
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.