DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor13 years in industry

J••••• K• T••••••

Advisor at E••••••••• W••••• A•••••••• L••

SCOTTSDALE, AZ | Scottsdale, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d9cb25fd-ce28-fb51-b470-aa1328f9ae05

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 1, 2015 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: E••••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••• F•••••••• S•••••••• I•••	State registered	Dec 19, 2022	n/a	yes	SCOTTSDALE, AZ	Current employment
E••••••••• W••••• A•••••••• L••	Independent wealth	Oct 20, 2022	n/a	yes	Scottsdale, AZ	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• C•••••• M••••••••• L••	E••••••••• W••••• A•••••••• L••	Jan 2, 2023	Oct 20, 2022	-74	Firm change after gap	Other

Relationships

Registered with (3)

→ T•••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Dec 19, 2022 to presentfactForm ADV
→ E••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Oct 20, 2022 to presentfactForm ADV
→ M••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 1, 2015 to Jan 2, 2023factForm ADV

Dated events

Occurred
Jan 2, 2023
Advisor changed firm
J••••• K• T•••••• left M••••• C•••••• M••••••••• L•• for E••••••••• W••••• A•••••••• L•• (registered 2022-10-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d9cb25fd-ce28-fb51-b470-aa1328f9ae05
First observed: Oct 1, 2015
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.