DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

J•• S•••• K•••••

Advisor at M•••••• A••••• S••••••••• L••

Delray Beach, FL | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:d5c866da-2ce5-456b-15e8-076e386172a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 29, 2017 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: M•••••• A••••• S••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• A••••• S••••••••• L••	Bd affiliated wealth	Dec 26, 2018	n/a	yes	SAN DIEGO, CA\|Delray Beach, FL	Current employment
W•••••••• W••••• M••••••••• I•••	Independent wealth	Jul 18, 2018	Dec 18, 2018	no	Boca Raton, FL\|W••••••••, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••••• W••••• M••••••••• I•••	M•••••• A••••• S••••••••• L••	Dec 18, 2018	Dec 26, 2018	8	Firm change	Other
W•••••••• F•••••••• G••••• I•••	W•••••••• W••••• M••••••••• I•••	Nov 9, 2018	Jul 18, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
38095:283472:FL:2018-11-07	Nov 9, 2018	Jul 18, 2018	PALM BEACH GARDENS, FL	Firm change after gap

Relationships

Registered with (3)

→ M•••••• A••••• S••••••••• L••Registered adviserregistration: current employment
Dec 26, 2018 to presentfactForm ADV
→ W•••••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Jul 18, 2018 to Dec 18, 2018factForm ADV
→ W•••••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Aug 29, 2017 to Nov 9, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5c866da-2ce5-456b-15e8-076e386172a3
First observed: Aug 29, 2017
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.