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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

J••••••• K•• R•••

Advisor at H••••••••• W••••• M••••••••• L••

FISHERS, IN | Goshen, IN

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Search this name across graphsid dfx:ria:c868a159-cb0d-5a27-9783-d37b08b04e1d

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

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 12, 2007 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: H••••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 12, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••••• W••••• M••••••••• L••	Independent wealth	Nov 30, 2017	n/a	yes	Goshen, IN\|FISHERS, IN	Current employment
G••••••• I••••••••• A•••••••• L••	Former SEC adviser	Oct 4, 2010	Jul 5, 2017	no	ELKHART, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• I••••••••• A•••••••• L••	H••••••••• W••••• M••••••••• L••	Jul 5, 2017	Nov 30, 2017	148	Firm change	Other
C•••••• F•••••••• A••••••• L••	G••••••• I••••••••• A•••••••• L••	Oct 1, 2010	Oct 4, 2010

Relationships

Registered with (3)

→ H••••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 30, 2017 to presentfactForm ADV
→ G••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 4, 2010 to Jul 5, 2017factForm ADV
→ C•••••• F•••••••• A••••••• L••Registered adviserregistration: previous registration
Dec 12, 2007 to Oct 1, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c868a159-cb0d-5a27-9783-d37b08b04e1d
First observed: Dec 12, 2007
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.