DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J•••• K••• R••••••

Advisor at E•••••• G••••

BOISE, ID

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Search this name across graphsid dfx:ria:97a4da13-eeb6-5393-ff9c-c0f86bbaeb9c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 2, 2025 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: E•••••• G••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
E•••••• G••••	Other adviser	Mar 4, 2026	n/a	yes	BOISE, ID	Current employment
W•••• F•••• A•••••••	Wirehouse	Apr 2, 2025	Mar 9, 2026	no	BOISE, ID\|BOISE, ID	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	E•••••• G••••	Mar 9, 2026	Mar 4, 2026	-5	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ E•••••• G••••Registered adviserregistration: current employment
Mar 4, 2026 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 2, 2025 to Mar 9, 2026factForm ADV

Dated events

Occurred
Mar 9, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:97a4da13-eeb6-5393-ff9c-c0f86bbaeb9c
First observed: Apr 2, 2025
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.