DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

K•••••• A•••• B••••••

Advisor at R•••••• J•••• • A••••••••• I•••

CRANBERRY TOWNSHIP, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 3, 2014 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: R•••••• J•••• • A••••••••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• • A••••••••• I•••	National bd RIA	Jun 16, 2026	n/a	yes	CRANBERRY TOWNSHIP, PA	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Oct 21, 2022	Jun 23, 2026	no	Pittsburgh - Wexford, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	R•••••• J•••• • A••••••••• I•••	Jun 23, 2026	Jun 16, 2026	-7	Firm change	RIA to ibd
H••••••••• I•••	R••••• W• B•••• • C•• I•••••••••	Oct 21, 2022	Oct 21, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
8158:705:PA:2026-06-23	Jun 23, 2026	Jun 16, 2026	PITTSBURGH WEXFORD, PA	Firm change

Relationships

Registered with (3)

→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: current employment
Jun 16, 2026 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Oct 21, 2022 to Jun 23, 2026factForm ADV
→ H••••••••• I•••Registered adviserregistration: previous registration
Nov 3, 2014 to Oct 21, 2022factForm ADV

Dated events

Order

Occurred
23 Jun 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 3, 2014
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.