DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

T•••• J••••• W•••

Advisor at K••••• A••••••• S•••••••• L••

AUSTIN, TX | Indianapolis, IN

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Search this name across graphsid dfx:ria:d293ff87-1fc1-77b6-3222-f3e3745d38d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jun 27, 2022 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••••• A••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Jan 3, 2025	n/a	yes	Indianapolis, IN\|AUSTIN, TX	Current employment
C••••••• C•••••• M••••••••• L••	State registered	Nov 2, 2022	Dec 10, 2024	no	MUNCIE, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• C•••••• M••••••••• L••	K••••• A••••••• S•••••••• L••	Dec 10, 2024	Jan 3, 2025	24	Firm change	Other
G••••••• B•••• W••••• M•••••••••	C••••••• C•••••• M••••••••• L••	Nov 3, 2022	Nov 2, 2022

Relationships

Registered with (3)

→ K••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Jan 3, 2025 to presentfactForm ADV
→ C••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 2, 2022 to Dec 10, 2024factForm ADV
→ G••••••• B•••• W••••• M•••••••••Registered adviserregistration: previous registration
Jun 27, 2022 to Nov 3, 2022factForm ADV

Dated events

Occurred
Dec 10, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 3, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d293ff87-1fc1-77b6-3222-f3e3745d38d2
First observed: Jun 27, 2022
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.