DFX Intelligence

Data Factory

G•••••••• S• 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 Planner11 years in industry

G•••••••• S• K••••

Advisor at T••••••••• I•••

CINCINNATI, 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:964792ba-09a3-91be-b6e9-83840b7096e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 24, 2020 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: T••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• I•••	Independent wealth	Aug 29, 2024	n/a	yes	CINCINNATI, OH	Current employment
J•••••• I••••••••• C••••••• I•••	Independent wealth	Jun 24, 2020	Jun 28, 2024	no	CINCINNATI, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J•••••• I••••••••• C••••••• I•••	T••••••••• I•••	Jun 28, 2024	Aug 29, 2024	62	Firm change	RIA to RIA

Relationships

Registered with (2)

→ T••••••••• I•••Registered adviserregistration: current employment
Aug 29, 2024 to presentfactForm ADV
→ J•••••• I••••••••• C••••••• I•••Registered adviserregistration: previous registration
Jun 24, 2020 to Jun 28, 2024factForm ADV

Dated events

Occurred
Jun 28, 2024
Advisor changed firm
G•••••••• S• K•••• left J•••••• I••••••••• C••••••• I••• for T••••••••• I••• (registered 2024-08-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:964792ba-09a3-91be-b6e9-83840b7096e8
First observed: Jun 24, 2020
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.