DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

R•••••• K••• M•••••••

Advisor at W•••• F•••• A•••••••

••• Locked

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Search this name across graphsid dfx:ria:db79776f-bb25-0b5d-a229-f125b0efcc97

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2006 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: Dec 22, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jan 17, 2025	n/a	yes	Frisco, TX\|FRISCO, TX\|FORT WORTH, TX	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Oct 1, 2008	Jan 19, 2025	no	DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|Dallas, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|BALCH SPRINGS, TX\|GARLAND, TX\|DALLAS, TX\|R••••••SON, TX\|DALLAS, TX\|ALLEN, TX\|DALLAS, TX\|GARLAND, TX\|PLANO, TX\|PLANO, TX\|R••••••SON, TX\|PLANO, TX\|MCKINNEY, TX\|MCKINNEY, TX\|PLANO, TX\|PLANO, TX\|ROWLETT, TX\|DENISON, TX\|R••••••SON, TX\|GARLAND, TX\|GARLAND, TX\|MCKINNEY, TX\|ROCKWALL, TX\|ROCKWALL, TX\|GARLAND, TX\|GARLAND, TX\|PLANO, TX\|PLANO, TX\|MCKINNEY, TX\|PLANO, TX\|ALLEN, TX\|ALLEN, TX\|MCKINNEY, TX\|MURPHY, TX\|MCKINNEY, TX\|GARLAND, TX\|FRISCO, TX\|FRISCO, TX\|PLANO, TX\|R••••••SON, TX\|R••••••SON, TX\|R••••••SON, TX\|ROCKWALL, TX\|ROWLETT, TX\|SHERMAN, TX\|PLANO, TX\|ALLEN, TX\|GARLAND, TX\|PLANO, TX\|WYLIE, TX\|PLANO, TX\|PLANO, TX\|R••••••SON, TX\|R••••••SON, TX\|MCKINNEY, TX\|FRISCO, TX\|DALLAS, TX\|DALLAS, TX\|Dallas, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|MESQUITE, TX\|DALLAS, TX\|DALLAS, TX\|MESQUITE, TX\|GARLAND, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|GARLAND, TX\|FORNEY, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|MESQUITE, TX\|DALLAS, TX\|DALLAS, TX\|MESQUITE, TX\|DALLAS, TX\|DALLAS, TX\|R••••••SON, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|FLOWER MOUND, TX\|TYLER, TX\|TYLER, TX\|TYLER, TX\|LONGVIEW, TX\|CORSICANA, TX\|GREENVILLE, TX\|COMMERCE, TX\|LONGVIEW, TX\|LONGVIEW, TX\|MARSHALL, TX\|TYLER, TX\|Dallas, TX\|Tulsa, OK\|Frisco, TX\|FRISCO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	W•••• F•••• A•••••••	Jan 19, 2025	Jan 17, 2025	-2	Firm change	Wirehouse to wirehouse
J••• M••••• S••••••••• I•••	J••• M••••• S••••••••• L••	Oct 1, 2008	Oct 1, 2008

Team moves

••• Locked

Team	Left	Joined	From	Kind
79:19616:TX:2025-01-09	Jan 19, 2025	Jan 17, 2025	FRISCO, TX	Firm change

Relationships

Registered with (4)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jan 17, 2025 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 1, 2008 to Jan 19, 2025factForm ADV
→ J••• M••••• S••••••••• I•••Registered adviserregistration: previous registration
Feb 22, 2007 to Oct 1, 2008factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration

Dated events

Occurred
Jan 19, 2025
Advisor changed firm
R•••••• K••• M••••••• left J••• M••••• S••••••••• L•• for W•••• F•••• A••••••• (registered 2025-01-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db79776f-bb25-0b5d-a229-f125b0efcc97
First observed: Jan 1, 2006
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.