DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

C••••••••• J•••• D••••

Advisor at B••••••••• W••••• M••••••••• L••

COLORADO SPRINGS, CO

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Search this name across graphsid dfx:ria:bfaedd8c-b1e2-f4c6-0711-ac9ddf236241

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 16, 2023 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••••••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• W••••• M••••••••• L••	State registered	Nov 14, 2025	n/a	yes	COLORADO SPRINGS, CO	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Jan 21, 2025	Sep 26, 2025	no	Colorado Springs, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	B••••••••• W••••• M••••••••• L••	Sep 26, 2025	Nov 14, 2025	49	Firm change	Ibd to state RIA
C•••••••• I••••••••• R••••••• A•••••••• I•••	K••••• A••••••• S•••••••• L••	Jan 27, 2025	Jan 21, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:283330:CO:2025-01-27	Jan 27, 2025	Jan 21, 2025	COLORADO SPRINGS, CO	Firm change

Relationships

Registered with (3)

→ B••••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 14, 2025 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 21, 2025 to Sep 26, 2025factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
May 16, 2023 to Jan 27, 2025factForm ADV

Dated events

Occurred
Sep 26, 2025
Advisor changed firm
C••••••••• J•••• D•••• left K••••• A••••••• S•••••••• L•• for B••••••••• W••••• M••••••••• L•• (registered 2025-11-14)
Form ADVobserved 7 days ago
Occurred
Jan 27, 2025
Advisor changed firm
C••••••••• J•••• D•••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for K••••• A••••••• S•••••••• L•• (registered 2025-01-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bfaedd8c-b1e2-f4c6-0711-ac9ddf236241
First observed: May 16, 2023
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.