DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

J•••• R• K•••••

Advisor at G•••• V••••• A•••••• G••••• L••

BERWYN, PA | Raleigh, NC

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Search this name across graphsid dfx:ria:e183448d-ede2-5d07-33cf-46dc1712dbcf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 31, 2001 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: G•••• V••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 11, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V••••• A•••••• G••••• L••	Independent wealth	Apr 28, 2022	n/a	yes	BERWYN, PA\|Raleigh, NC	Current employment
G••••• F•••••••• G••••	Former SEC adviser	Jan 24, 2012	Apr 27, 2022	no	CARY, NC\|Raleigh, NC\|BOCA RATON, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• F•••••••• G••••	G•••• V••••• A•••••• G••••• L••	Apr 27, 2022	Apr 28, 2022	1	Firm change	RIA to RIA
C•••••• S••••• • C••• I•••	G••••• F•••••••• G••••	Dec 23, 2011	Jan 24, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
157037:123913:FL:2022-04-22	Apr 27, 2022	Apr 28, 2022	BOCA RATON, FL	Firm change

Relationships

Registered with (3)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Apr 28, 2022 to presentfactForm ADV
→ G••••• F•••••••• G••••Registered adviserregistration: previous registration
Jan 24, 2012 to Apr 27, 2022factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Dec 31, 2001 to Dec 23, 2011factForm ADV

Dated events

Occurred
Apr 27, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e183448d-ede2-5d07-33cf-46dc1712dbcf
First observed: Dec 31, 2001
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.