DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

J•••• C••• K••••

Advisor at F••••••• A•••• M••••••••• I•••

COBLESKILL, NY

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Search this name across graphsid dfx:ria:a271fe00-0bc6-238e-4a31-f719eaf5780a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 12, 2003 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: F••••••• A•••• M••••••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Dec 8, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••• A•••• M••••••••• I•••	Mixed wealth	Jul 2, 2018	n/a	yes	COBLESKILL, NY	Current employment
T•••••• B•••	n/a	Dec 12, 2003	Dec 8, 2006	no	GLENVILLE, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• B•••	F••••••• A•••• M••••••••• I•••	Dec 8, 2006	Jul 2, 2018	4,224	Firm change after gap	Other

Relationships

Registered with (2)

→ F••••••• A•••• M••••••••• I•••Registered adviserregistration: current employment
Jul 2, 2018 to presentfactForm ADV
→ T•••••• B•••Registered adviserregistration: previous registration
Dec 12, 2003 to Dec 8, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a271fe00-0bc6-238e-4a31-f719eaf5780a
First observed: Dec 12, 2003
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.