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

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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

J••••••• K•• G••••••••

Advisor at M••••••• I••••••••• N•••••• I•••

DALLAS, TX | Fort Worth, TX

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Search this name across graphsid dfx:ria:ae2f5e08-bd3e-b73f-f9cb-6879ce09848f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 15, 2013 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: M••••••• I••••••••• N•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• I••••••••• N•••••• I•••	Bd affiliated wealth	Sep 16, 2024	n/a	yes	DALLAS, TX\|Fort Worth, TX	Current employment
I••••• F••••••••	I•••••••••_WEALTH	Oct 4, 2022	Sep 23, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
I••••• F••••••••	M••••••• I••••••••• N•••••• I•••	Sep 23, 2024	Sep 16, 2024	-7	Firm change	Ibd to ibd
L•• F•••••••• L••	I••••• F••••••••	Jun 15, 2023

Relationships

Registered with (4)

→ M••••••• I••••••••• N•••••• I•••Registered adviserregistration: current employment
Sep 16, 2024 to presentfactForm ADV
→ I••••• F••••••••Registered adviserregistration: previous registration
Oct 4, 2022 to Sep 23, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 4, 2018 to Jun 15, 2023factForm ADV
→ P•••••••• A•••••••

Dated events

Occurred
Sep 23, 2024
Advisor changed firm
J••••••• K•• G•••••••• left I••••• F•••••••• for M••••••• I••••••••• N•••••• I••• (registered 2024-09-16)
Form ADVobserved 6 days ago
Occurred
Jun 15, 2023
Advisor changed firm
J••••••• K•• G•••••••• left L•• F•••••••• L•• for I••••• F•••••••• (registered 2022-10-04)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae2f5e08-bd3e-b73f-f9cb-6879ce09848f
First observed: Jan 15, 2013
Last observed: Sep 15, 2026 7 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.