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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

J•••• K••• C•••••••

Advisor at O•••••••••

Orlando, FL | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:bf2eff83-3c8c-38cf-ddcc-f91aeb1055f5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 27, 1999 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: O•••••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 27, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4

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
O•••••••••	Institutional manager	Jan 7, 2015	n/a	yes	OVERLAND PARK, KS\|Orlando, FL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Aug 29, 2012	Mar 2, 2017	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
L•• F•••••••• L••	O•••••••••	Mar 2, 2017	Jan 7, 2015	-785	Firm change after gap	Other
I••••••••• F•••••••• P•••••••	L•• F•••••••• L••	Jul 28, 2015

Relationships

Registered with (5)

→ O•••••••••Registered adviserregistration: current employment
Jan 7, 2015 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 29, 2012 to Mar 2, 2017factForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Jan 17, 2012 to Jul 28, 2015factForm ADV
→ N•• A•••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bf2eff83-3c8c-38cf-ddcc-f91aeb1055f5
First observed: Sep 27, 1999
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.