J•••••• K• M•••

Advisor at F••••• I•••••••••

Camas, WA | PLANO, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c4f390f3-0e79-37ae-b93f-514aedc0d20c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 6, 2003 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: F••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 10, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• I•••••••••	Independent wealth	Jul 24, 2024	n/a	yes	PLANO, TX\|Camas, WA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jul 5, 2011	Jul 18, 2024	no	TULSA, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	F••••• I•••••••••	Jul 18, 2024	Jul 24, 2024	6	Firm change	Ibd to RIA
U•••• F•••••••• S••••••• G••••• I•••	L•• F•••••••• L••	Jul 5, 2011	Jul 5, 2011

Relationships

Registered with (4)

→ F••••• I•••••••••Registered adviserregistration: current employment
Jul 24, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 5, 2011 to Jul 18, 2024factForm ADV
→ U•••• F•••••••• S••••••• G••••• I•••Registered adviserregistration: previous registration
Nov 13, 2008 to Jul 5, 2011factForm ADV
→ A••••• W••••• M•••••••••Registered adviser

Dated events

Occurred
Jul 18, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4f390f3-0e79-37ae-b93f-514aedc0d20c
First observed: Mar 6, 2003
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.