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

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RIA / WealthAdvisor31 years in industry

T•••••• J•• K•••••••

Advisor at K••••••• F•••••••• S•••••••• L••

New Castle, PA

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Search this name across graphsid dfx:ria:cb71e856-6257-2fa3-afc1-67d2cad2fa63

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 22, 2001 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: K••••••• F•••••••• S•••••••• 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: Sep 26, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 7derivedfrom 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
K••••••• F•••••••• S•••••••• L••	Independent wealth	Dec 5, 2018	n/a	yes	New Castle, PA	Current employment
M•••••• A••••• S••••••••• L••	Bd affiliated wealth	Mar 25, 2009	Dec 31, 2018	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
M•••••• A••••• S••••••••• L••	K••••••• F•••••••• S•••••••• L••	Dec 31, 2018	Dec 5, 2018	-26	Firm change	RIA to RIA
M•••••• A••••• A•••••••• I•••	M•••••• A••••• S••••••••• L••	Mar 25, 2009

Relationships

Registered with (4)

→ K••••••• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Dec 5, 2018 to presentfactForm ADV
→ M•••••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Mar 25, 2009 to Dec 31, 2018factForm ADV
→ M•••••• A••••• A•••••••• I•••Registered adviserregistration: previous registration
Dec 4, 2006 to Mar 25, 2009factForm ADV
→ S••••• A••• I••••••••• A•••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb71e856-6257-2fa3-afc1-67d2cad2fa63
First observed: Aug 22, 2001
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.