DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

K•••• T••• J•••••••

Advisor at J••••••• • A••••••••• F•••••••• A•••••••• L••

PADUCAH, KY

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Search this name across graphsid dfx:ria:87e7df37-8a8e-ffe7-e0ea-1dd9f00a7052

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 7, 2004 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: J••••••• • A••••••••• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 5, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••••••• • A••••••••• F•••••••• A•••••••• L••	Independent wealth	Dec 1, 2023	n/a	yes	PADUCAH, KY	Current employment
K••••••• F•••••••• G••••• L••	Independent wealth	Aug 30, 2016	Dec 1, 2023	no	Paducah, KY\|LEXINGTON, KY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••••• F•••••••• G••••• L••	J••••••• • A••••••••• F•••••••• A•••••••• L••	Dec 1, 2023	Dec 1, 2023	0	Firm change	RIA to new firm
J••••• H•••••••• W••• L••••• L••	K••••••• F•••••••• G••••• L••	Apr 1, 2004	Aug 30, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
170201:312706:KY:2023-12-01	Dec 1, 2023	Dec 1, 2023	LEXINGTON, KY	Firm change

Relationships

Registered with (3)

→ J••••••• • A••••••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Dec 1, 2023 to presentfactForm ADV
→ K••••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Aug 30, 2016 to Dec 1, 2023factForm ADV
→ J••••• H•••••••• W••• L••••• L••Registered adviserregistration: previous registration
Jan 7, 2004 to Apr 1, 2004factForm ADV

Dated events

Occurred
Dec 1, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87e7df37-8a8e-ffe7-e0ea-1dd9f00a7052
First observed: Jan 7, 2004
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.