DFX Intelligence

K•••• N•••• C•••••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

K•••• N•••• C•••••• C••••••

Advisor at W•••• F•••• A•••••••

PONTE VEDRA BEACH, FL | JACKSONVILLE, FL

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Search this name across graphsid dfx:ria:d1154444-4de0-59ee-fe43-061e01143499

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jun 1, 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Apr 4, 2024	n/a	yes	PONTE VEDRA BEACH, FL\|JACKSONVILLE, FL	Current employment
D••••••• B••• S••••••••• I•••	No RAUM reported	Feb 18, 2022	Dec 20, 2023	no	JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••• B••• S••••••••• I•••	W•••• F•••• A•••••••	Dec 20, 2023	Apr 4, 2024	106	Firm change	RIA to wirehouse
W•••• F•••• A•••••••	D••••••• B••• S••••••••• I•••	Feb 17, 2022	Feb 18, 2022

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 1, 2016 to Feb 17, 2022factForm ADV
→ D••••••• B••• S••••••••• I•••Registered adviserregistration: previous registration
Feb 18, 2022 to Dec 20, 2023factForm ADV

Dated events

Occurred
Dec 20, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 17, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1154444-4de0-59ee-fe43-061e01143499
First observed: Jun 1, 2016
Last observed: Sep 15, 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.