DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

K•••••• M• J••••••••

Advisor at R••••••••• C•••••• M•••••••••

••• Locked

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Search this name across graphsid dfx:ria:9b9ebab2-9161-0f39-f5ef-95ff83999381

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 17, 2005 to Sep 15, 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: R••••••••• C•••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••••• C•••••• M•••••••••	Bd affiliated wealth	Aug 5, 2024	n/a	yes	JACKSONVILLE BEACH, FL	Current employment
R••••••••• C•••••• M•••••••••	Bd affiliated wealth	Apr 24, 2023	n/a	yes	ATLANTA, GA\|JACKSONVILLE BEACH, FL\|Jacksonville Beach, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••	R••••••••• C•••••• M•••••••••	Mar 31, 2023	Apr 24, 2023	24	Firm change	RIA to ibd
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	A•••••	May 2, 2022	May 19, 2022

Relationships

Registered with (4)

→ R••••••••• C•••••• M•••••••••Registered adviserregistration: current employment
Aug 5, 2024 to presentfactForm ADV
→ R••••••••• C•••••• M•••••••••Registered adviserregistration: current employment
Apr 24, 2023 to presentfactForm ADV
→ A•••••Registered adviserregistration: previous registration
May 19, 2022 to Mar 31, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Mar 31, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 2, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b9ebab2-9161-0f39-f5ef-95ff83999381
First observed: Oct 17, 2005
Last observed: Sep 15, 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.