K••• J• G•••••

Advisor at H•••••• T••••••• • K•••• L••

Burbank, OH

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:95de4c44-07a5-6e31-200c-1442c28175e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 19, 2018 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: H•••••• T••••••• • K•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••• T••••••• • K•••• L••	Independent wealth	Jul 2, 2026	n/a	yes	Burbank, OH	Current employment
S•••••• P•••••••• L••	Independent wealth	Jun 19, 2018	Jul 9, 2026	no	ORRVILLE, OH\|OMAHA, NE\|Burbank, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• P•••••••• L••	H•••••• T••••••• • K•••• L••	Jul 9, 2026	Jul 2, 2026	-7	Firm change	RIA to RIA

Relationships

Registered with (2)

→ H•••••• T••••••• • K•••• L••Registered adviserregistration: current employment
Jul 2, 2026 to presentfactForm ADV
→ S•••••• P•••••••• L••Registered adviserregistration: previous registration
Jun 19, 2018 to Jul 9, 2026factForm ADV

Dated events

Occurred
Jul 9, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95de4c44-07a5-6e31-200c-1442c28175e9
First observed: Jun 19, 2018
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.