DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

J••••• K• W••••••

Advisor at B•••• C•••• F•••••••• A•••••••• L••

Naples, FL | MOUNT OLIVE, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 14, 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: B•••• C•••• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
B•••• C•••• F•••••••• A•••••••• L••	Independent wealth	Feb 19, 2026	n/a	yes	MOUNT OLIVE, NJ\|Naples, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Jul 14, 2025	Jan 20, 2026	no	Fort Myers, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	B•••• C•••• F•••••••• A•••••••• L••	Jan 20, 2026	Feb 19, 2026	30	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ B•••• C•••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Feb 19, 2026 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jul 14, 2025 to Jan 20, 2026factForm ADV

Dated events

Occurred
Jan 20, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 14, 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.