DFX Intelligence

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

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RIA / WealthAdvisor37 years in industry

J•••• K•••• B••••

Advisor at G•••• S••••• A•••••••• L••

KANSAS CITY, MO

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Search this name across graphsid dfx:ria:e52de727-f5a6-4c13-3fed-77e2853d84bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 1, 1999 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•••• S••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 6, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 22derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• S••••• A•••••••• L••	State registered	Apr 16, 2004	n/a	yes	KANSAS CITY, MO	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Jun 1, 1999	Mar 10, 2004	no	KANSAS CITY, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	G•••• S••••• A•••••••• L••	Mar 10, 2004	Apr 16, 2004	37	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ G•••• S••••• A•••••••• L••Registered adviserregistration: current employment
Apr 16, 2004 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jun 1, 1999 to Mar 10, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e52de727-f5a6-4c13-3fed-77e2853d84bf
First observed: Jun 1, 1999
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.