DFX Intelligence

K•••• B••••• E••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner31 years in industry

K•••• B••••• E••••

Advisor at E•••• F•••••••• P•••••••

CLARKSVILLE, TN

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Search this name across graphsid dfx:ria:ba7f789f-bc1f-3a00-2a42-74c0e3e81790

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 23, 2004 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: E•••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 14, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• F•••••••• P•••••••	Independent wealth	Oct 29, 2024	n/a	yes	CLARKSVILLE, TN	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 2, 2009	Oct 31, 2024	no	CLARKSVILLE, TN\|CLARKSVILLE, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	E•••• F•••••••• P•••••••	Oct 31, 2024	Oct 29, 2024	-2	Firm change	Ibd to new firm
R•••••• J•••• F•••••••• S•••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Jan 2, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:333092:TN:2024-10-31	Oct 31, 2024	Oct 29, 2024	CLARKSVILLE, TN	Firm change

Relationships

Registered with (3)

→ E•••• F•••••••• P•••••••Registered adviserregistration: current employment
Oct 29, 2024 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 2, 2009 to Oct 31, 2024factForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 23, 2004 to Jan 2, 2009factForm ADV

Dated events

Occurred
Oct 31, 2024
Advisor changed firm
K•••• B••••• E•••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for E•••• F•••••••• P••••••• (registered 2024-10-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ba7f789f-bc1f-3a00-2a42-74c0e3e81790
First observed: Jan 23, 2004
Last observed: Sep 14, 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.