DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

C•••••••• B•••• K•••••

Advisor at T•• K••••• C••••••• I•••

Lincoln, NE

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Search this name across graphsid dfx:ria:c03d247d-89df-3fd5-dc49-2071a08bc689

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 24, 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: T•• K••••• C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• K••••• C••••••• I•••	Independent wealth	Sep 11, 2026	n/a	yes	Lincoln, NE	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Aug 31, 2026	Sep 3, 2026	no	Lincoln, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	T•• K••••• C••••••• I•••	Sep 3, 2026	Sep 11, 2026	8	Firm change	Ibd to RIA
S•••••••• A••••••• L••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Aug 10, 2026	Aug 31, 2026

Relationships

Registered with (4)

→ T•• K••••• C••••••• I•••Registered adviserregistration: current employment
Sep 11, 2026 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Aug 31, 2026 to Sep 3, 2026factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 31, 2025 to Aug 10, 2026factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••

Dated events

Occurred
Sep 3, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 10, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c03d247d-89df-3fd5-dc49-2071a08bc689
First observed: Feb 24, 2023
Last observed: Sep 14, 2026 9 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.