J••••••• K•••••

Advisor at C•••• C•••• T•••• C••••••

BETHESDA, MD

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:e529fe18-7c11-0c29-dcc0-a2fc97aba8ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 24, 2012 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: C•••• C•••• T•••• C••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Mar 5, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• C•••• T•••• C••••••	Mixed wealth	Aug 15, 2023	n/a	yes	BETHESDA, MD	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Sep 15, 2022	May 30, 2023	no	WASHINGTON, DC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	C•••• C•••• T•••• C••••••	May 30, 2023	Aug 15, 2023	77	Firm change	Wirehouse to RIA
A••••••••• L•••	U•• F•••••••• S••••••• I•••	Jun 13, 2022	Sep 15, 2022

Relationships

Registered with (4)

→ C•••• C•••• T•••• C••••••Registered adviserregistration: current employment
Aug 15, 2023 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Sep 15, 2022 to May 30, 2023factForm ADV
→ A••••••••• L•••Registered adviserregistration: previous registration
May 5, 2020 to Jun 13, 2022factForm ADV
→ N•••••••• B••••• B• L••

Dated events

Occurred
May 30, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jun 13, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e529fe18-7c11-0c29-dcc0-a2fc97aba8ad
First observed: May 24, 2012
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.