DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

A••••• J•••• K••••

Advisor at B•••••••• I••••••••• G••••

PHOENIX, AZ | TOPEKA, KS

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Search this name across graphsid dfx:ria:9d8de5e8-4230-528f-2649-28faef3a0f24

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Dec 14, 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: B•••••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• G••••	Independent wealth	Jun 23, 2025	n/a	yes	PHOENIX, AZ\|TOPEKA, KS	Current employment
O••••	Former SEC adviser	Nov 30, 2023	Dec 21, 2023	no	LENEXA, KS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••	B•••••••• I••••••••• G••••	Dec 21, 2023	Jun 23, 2025	550	Firm change after gap	RIA to RIA
R•••••• P•••••• W•••••	O••••	Aug 9, 2023	Nov 30, 2023

Relationships

Registered with (6)

→ B•••••••• I••••••••• G••••Registered adviserregistration: current employment
Jun 23, 2025 to presentfactForm ADV
→ O••••Registered adviserregistration: previous registration
Nov 30, 2023 to Dec 21, 2023factForm ADV
→ R•••••• P•••••• W•••••Registered adviserregistration: previous registration
May 23, 2022 to Aug 9, 2023factForm ADV
→ C••••••••• W•••••• L••

Dated events

Occurred
Dec 21, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Aug 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d8de5e8-4230-528f-2649-28faef3a0f24
First observed: Dec 14, 2018
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.