DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner10 years in industry

J•••••• D••• K•••••

Advisor at C••••• P••••••• R••••••••• P••• C•••••••••

CHICAGO, IL | NEW YORK, NY

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:8c53e801-dbb1-61ae-090c-3e615082ac25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 11, 2022 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: C••••• P••••••• R••••••••• P••• C•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• P••••••• R••••••••• P••• C•••••••••	Institutional manager	Nov 13, 2024	n/a	yes	NEW YORK, NY\|CHICAGO, IL	Current employment
C••••• P••••••• L••	Independent wealth	May 15, 2024	Nov 13, 2024	no	NEW YORK, NY\|Chicago, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• P••••••• L••	C••••• P••••••• R••••••••• P••• C•••••••••	Nov 13, 2024	Nov 13, 2024	0	Channel change	Other
C••••• P••••••• R••••••••• P••• C•••••••••	C••••• P••••••• L••	Nov 13, 2024	May 15, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
164198:151559:NY:2024-11-13	Nov 13, 2024	May 15, 2024	NEW YORK, NY	Firm change after gap

Relationships

Registered with (2)

→ C••••• P••••••• R••••••••• P••• C•••••••••Registered adviserregistration: previous registration
Jun 11, 2022 to Nov 13, 2024factForm ADV
→ C••••• P••••••• L••Registered adviserregistration: previous registration
May 15, 2024 to Nov 13, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c53e801-dbb1-61ae-090c-3e615082ac25
First observed: Jun 11, 2022
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.