DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

S•••• J••• K•••• K••••••

Advisor at B•••••••• A••••••• S•••••••• L••

MUSKEGO, WI | EAST TROY, WI

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Search this name across graphsid dfx:ria:d0950f45-211e-f037-2acf-95a0e95695c1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 26, 2016 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: B•••••••• A••••••• S•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• A••••••• L••	Independent wealth	May 28, 2026	n/a	yes	EAST TROY, WI	Current employment
B•••••••• A••••••• S•••••••• L••	Independent wealth	Jan 2, 2025	n/a	yes	MUSKEGO, WI	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	B•••••••• A••••••• S•••••••• L••	Sep 11, 2024	Jan 2, 2025	113	Firm change	Ibd to RIA
W••••••• F•••••••• S•••••••• I•••	O•••• W•••••• I•••	Jan 19, 2024	Jan 19, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:332173:WI:2024-09-11	Sep 11, 2024	Jan 2, 2025	MUSKEGO, WI	Firm change

Relationships

Registered with (4)

→ C•••• A••••••• L••Registered adviserregistration: current employment
May 28, 2026 to presentfactForm ADV
→ B•••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Jan 19, 2024 to Sep 11, 2024factForm ADV
→ W••••••• F•••••••• S•••••••• I•••

Dated events

Occurred
Sep 11, 2024
Advisor changed firm
S•••• J••• K•••• K•••••• left O•••• W•••••• I••• for B•••••••• A••••••• S•••••••• L•• (registered 2025-01-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d0950f45-211e-f037-2acf-95a0e95695c1
First observed: Jul 26, 2016
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.