J•••• K• K••••

Advisor at B•••••••• I••••••••• M••••••••• L••

Bradenton, FL | PRINCETON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b753839c-93fe-0017-7951-22a492a0eef0

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 31, 2013 to Sep 17, 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••••••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• M••••••••• L••	Asset manager	Jul 20, 2017	n/a	yes	Bradenton, FL\|PRINCETON, NJ	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Jul 31, 2013	Jun 2, 2017	no	ST. PETERSBURG, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	B•••••••• I••••••••• M••••••••• L••	Jun 2, 2017	Jul 20, 2017	48	Firm change	Other

Relationships

Registered with (2)

→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Jul 20, 2017 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jul 31, 2013 to Jun 2, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b753839c-93fe-0017-7951-22a492a0eef0
First observed: Jul 31, 2013
Last observed: Sep 17, 2026 5 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.