DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

K•••• J• M•••••

Advisor at V••• F•••••••• L••

Nashville, TN

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Search this name across graphsid dfx:ria:dff9a4f3-4ae3-7877-a96a-f61404078501

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 2, 2015 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: V••• F•••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 5, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••• F•••••••• L••	Asset manager	Oct 27, 2025	n/a	yes	Nashville, TN	Current employment
P• A•••• M••••••••• L••	Asset manager	Nov 13, 2018	Jan 23, 2026	no	CHICAGO, IL\|Indianapolis, IN\|Indianapolis, IN\|Nashville, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P• A•••• M••••••••• L••	V••• F•••••••• L••	Jan 23, 2026	Oct 27, 2025	-88	Firm change after gap	Other
E••••• J••••	P• A•••• M••••••••• L••	Nov 1, 2018	Nov 13, 2018

Relationships

Registered with (4)

→ V••• F•••••••• L••Registered adviserregistration: current employment
Oct 27, 2025 to presentfactForm ADV
→ P• A•••• M••••••••• L••Registered adviserregistration: previous registration
Nov 13, 2018 to Jan 23, 2026factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
May 7, 2018 to Nov 1, 2018factForm ADV
→ I•••••• A•••••••• I•••

Dated events

Occurred
Jan 23, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dff9a4f3-4ae3-7877-a96a-f61404078501
First observed: Mar 2, 2015
Last observed: Sep 14, 2026 9 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.