DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

J•••• M•••••• H•••

Advisor at K••••• A••••••• S•••••••• L••

AUSTIN, TX | Garden City, KS

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Search this name across graphsid dfx:ria:a578597b-a3ac-23b6-9263-8c7a8390e51d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 1, 1997 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: K••••• A••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 8, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	May 1, 2023	n/a	yes	AUSTIN, TX\|Garden City, KS	Current employment
C••••••••• W••••• M••••••••• L••	I•••••••••_WEALTH	Mar 22, 2019	May 1, 2023	no	GARDEN CITY, KS\|DES PERES, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• W••••• M••••••••• L••	K••••• A••••••• S•••••••• L••	May 1, 2023	May 1, 2023	0	Firm change	RIA to ibd
I••••••••• F•••••••• P•••••••	L•• F•••••••• L••	May 2, 2019	Oct 14, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
164666:283330:MO:2023-05-01	May 1, 2023	May 1, 2023	DES PERES, MO	Firm change

Relationships

Registered with (7)

→ K••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
May 1, 2023 to presentfactForm ADV
→ C••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 22, 2019 to May 1, 2023factForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Nov 8, 2012 to May 2, 2019factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
May 1, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a578597b-a3ac-23b6-9263-8c7a8390e51d
First observed: Jul 1, 1997
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.