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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

J••••••• K•••••• T•••••

Advisor at T••••••••• L••

BUDA, TX

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Search this name across graphsid dfx:ria:e44cdc34-f115-5c71-3c51-3f5d0af762ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2017 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: T••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• L••	Independent wealth	Jul 3, 2022	n/a	yes	BUDA, TX	Current employment
K•••• M•••••••••	Former SEC adviser	Jul 7, 2017	Aug 1, 2022	no	Kyle, TX\|PONTE VEDRA BEACH, FL

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
K•••• M•••••••••	T••••••••• L••	Aug 1, 2022	Jul 3, 2022	-29	Firm change	Ibd to RIA
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	K•••• M•••••••••	Jul 10, 2017

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
133025:317745:FL:2022-08-01	Aug 1, 2022	Jul 3, 2022	PONTE VEDRA BEACH, FL	Firm change
29604:133025:TX:2017-07-10	Jul 10, 2017	Jul 7, 2017	AUSTIN, TX	Firm change

Relationships

Registered with (3)

→ T••••••••• L••Registered adviserregistration: current employment
Jul 3, 2022 to presentfactForm ADV
→ K•••• M•••••••••Registered adviserregistration: previous registration
Jul 7, 2017 to Aug 1, 2022factForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••Registered adviserregistration: previous registration
Feb 21, 2017 to Jul 10, 2017factForm ADV

Dated events

Occurred
Aug 1, 2022
Advisor changed firm
J••••••• K•••••• T••••• left K•••• M••••••••• for T••••••••• L•• (registered 2022-07-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e44cdc34-f115-5c71-3c51-3f5d0af762ff
First observed: Feb 21, 2017
Last observed: Sep 14, 2026 8 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.