DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

J••• M•••••• K•••••••••

Advisor at H•••••••• B••••••• F•••••••• P••••••• L••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:d2b29cfc-487f-e774-9646-101f3b258660

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 18, 2017 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: H•••••••• B••••••• F•••••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 17, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•••••••• B••••••• F•••••••• P••••••• L••	Independent wealth	Mar 3, 2025	n/a	yes	PITTSBURGH, PA	Current employment
G••••• R••••••••• P••••••• L••	Institutional manager	Jul 18, 2017	Mar 9, 2025	no	Pittsburgh, PA\|SAN RAFAEL, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• R••••••••• P••••••• L••	H•••••••• B••••••• F•••••••• P••••••• L••	Mar 9, 2025	Mar 3, 2025	-6	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
172011:333732:CA:2025-03-09	Mar 9, 2025	Mar 3, 2025	SAN RAFAEL, CA	Firm change

Relationships

Registered with (2)

→ H•••••••• B••••••• F•••••••• P••••••• L••Registered adviserregistration: current employment
Mar 3, 2025 to presentfactForm ADV
→ G••••• R••••••••• P••••••• L••Registered adviserregistration: previous registration
Jul 18, 2017 to Mar 9, 2025factForm ADV

Dated events

Occurred
Mar 9, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d2b29cfc-487f-e774-9646-101f3b258660
First observed: Jul 18, 2017
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.