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

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RIA / WealthAdvisor22 years in industry

J•••• K••••• C••••• I••

Advisor at M••••••

TULSA, OK

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:9125aecf-da5a-d21f-2d57-68635418653e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 8, 2005 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: M••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 11, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Sep 23, 2016	n/a	yes	TULSA, OK	Current employment
M•••••• W••••• A•••••••	Former SEC adviser	Feb 8, 2005	Jul 3, 2018	no	TULSA, OK\|TULSA, OK

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• W••••• A•••••••	M••••••	Jul 3, 2018	Sep 23, 2016	-648	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
107355:140195:OK:2018-07-03	Jul 3, 2018	Sep 23, 2016	TULSA, OK	Firm change after gap

Relationships

Registered with (2)

→ M••••••Registered adviserregistration: current employment
Sep 23, 2016 to presentfactForm ADV
→ M•••••• W••••• A•••••••Registered adviserregistration: previous registration
Feb 8, 2005 to Jul 3, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9125aecf-da5a-d21f-2d57-68635418653e
First observed: Feb 8, 2005
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.