DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner32 years in industry

J••••••• A• K•••

Advisor at A•••••••• F•••••••• G••••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:c8345363-6ab1-6cd8-66d4-85b20dbfc5e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Mar 30, 2007 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••••• a• K•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: A•••••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 27derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••••• F•••••••• G••••	Independent wealth	Nov 16, 1998	n/a	yes	PITTSBURGH, PA	Current employment
A•••••••• I•••••••••	Independent wealth	Mar 30, 2007	Dec 31, 2024	no	PITTSBURGH, PA\|PITTSBURGH, PA\|PITTSBURGH, PA\|Allison Park, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• I•••••••••	n/a	Dec 31, 2024	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ A•••••••• F•••••••• G••••Registered adviserregistration: current employment
Nov 16, 1998 to presentfactForm ADV
→ A•••••••• I•••••••••Registered adviserregistration: previous registration
Mar 30, 2007 to Dec 31, 2024factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor departed, no destination yet
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c8345363-6ab1-6cd8-66d4-85b20dbfc5e9
First observed: Mar 30, 2007
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.