DFX Intelligence

J••• H••••• A••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

J••• H••••• A••••••••

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

Watkinsville, GA | JASPER, GA

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Search this name across graphsid dfx:ria:881e1138-063f-b2e6-94d0-10ee3744e2ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 4, 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: K•••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 3, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••• W••••• M••••••••• L••	Independent wealth	Sep 26, 2017	n/a	yes	JASPER, GA\|Watkinsville, GA	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Feb 13, 2013	Aug 30, 2017	no	ATHENS, GA\|Athens, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	K•••• W••••• M••••••••• L••	Aug 30, 2017	Sep 26, 2017	27	Firm change	Other
M••••• K••••• • C••••••• L••	R•••••• J•••• • A••••••••• I•••	Feb 13, 2013	Feb 13, 2013

Relationships

Registered with (3)

→ K•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Sep 26, 2017 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Feb 13, 2013 to Aug 30, 2017factForm ADV
→ M••••• K••••• • C••••••• L••Registered adviserregistration: previous registration
Aug 4, 2004 to Feb 13, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:881e1138-063f-b2e6-94d0-10ee3744e2ca
First observed: Aug 4, 2004
Last observed: Sep 14, 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.