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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

K•••••• M• K••••••••

Advisor at J•• W••••• M••••••••• L••

Phoenix, AZ

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Search this name across graphsid dfx:ria:c3b3c142-28dc-1b7e-4b4e-1c20613d9adb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 8, 2020 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: J•• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

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
J•• W••••• M••••••••• L••	Independent wealth	Aug 20, 2024	n/a	yes	Phoenix, AZ	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Jan 8, 2020	Apr 4, 2024	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
R••••• W• B•••• • C•• I•••••••••	J•• W••••• M••••••••• L••	Apr 4, 2024	Aug 20, 2024	138	Firm change	RIA to RIA

Relationships

Registered with (2)

→ J•• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 20, 2024 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Jan 8, 2020 to Apr 4, 2024factForm ADV

Dated events

Occurred
Apr 4, 2024
Advisor changed firm
K•••••• M• K•••••••• left R••••• W• B•••• • C•• I••••••••• for J•• W••••• M••••••••• L•• (registered 2024-08-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c3b3c142-28dc-1b7e-4b4e-1c20613d9adb
First observed: Jan 8, 2020
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.