DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

J•••• C•••• K••••••

Advisor at W••••••••• C•••••• M••••••••• L••

CAMBRIDGE, NY | Osprey, FL

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Search this name across graphsid dfx:ria:86e94a2a-9142-1686-8c34-1b2d59755c01

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2011 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: W••••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 17, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• C•••••• M••••••••• L••	Independent wealth	Mar 25, 2021	n/a	yes	Osprey, FL\|CAMBRIDGE, NY	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Mar 9, 2011	Jan 20, 2015	no	MANCHESTER CENTER, VT\|BRATTLEBORO, VT\|WEST DOVER, VT\|WILLIAMSVILLE, VT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	W••••••••• C•••••• M••••••••• L••	Jan 20, 2015	Mar 25, 2021	2,256	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (2)

→ W••••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Mar 25, 2021 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 9, 2011 to Jan 20, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86e94a2a-9142-1686-8c34-1b2d59755c01
First observed: Mar 9, 2011
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.