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RIA / WealthAdvisor28 years in industry

JEFFREY KENNETH KIRKPATRICK

Advisor at DOVETAIL FINANCIAL GROUP LLC

WILMINGTON, NC | Duluth, GA

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Search this name across graphsid dfx:ria:e6b558db-7bbd-d330-d5e1-b6592b354510

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 20, 2003 to Sep 15, 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: DOVETAIL FINANCIAL GROUP LLC
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: Aug 25, 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: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 25, 1998
First registration: Nov 20, 2003
Dual registered: no
Other names: JEFFREY K KIRKPATRICK
IAPD individual key: 3069597

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
DOVETAIL FINANCIAL GROUP LLC	Independent wealth	Nov 24, 2021	n/a	yes	Duluth, GA\|WILMINGTON, NC	Current employment
HAMILTON INVESTMENT COUNSEL, LLC	Former SEC adviser	Oct 17, 2016	Apr 26, 2022	no	DACULA, GA	Previous registration
STONEX ADVISORS INC.	Bd affiliated wealth	Jun 30, 2016	Nov 11, 2016	no	BIRMINGHAM, AL	Previous registration
STERNE AGEE ASSET MANAGEMENT, INC.	Former SEC adviser	Oct 10, 2008	Jun 30, 2016	no	BIRMINGHAM, AL\|DACULA, GA	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Nov 20, 2003	Sep 23, 2008	no	DULUTH, GA\|DULUTH, GA	Previous registration

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
HAMILTON INVESTMENT COUNSEL, LLC	DOVETAIL FINANCIAL GROUP LLC	Apr 26, 2022	Nov 24, 2021	-153	Firm change after gap	Other
STONEX ADVISORS INC.	HAMILTON INVESTMENT COUNSEL, LLC	Nov 11, 2016	Oct 17, 2016	-25	Firm change	Other
STERNE AGEE ASSET MANAGEMENT, INC.	STONEX ADVISORS INC.	Jun 30, 2016	Jun 30, 2016	0	Bulk transfer	Other
AMERIPRISE ADVISOR SERVICES, INC.	STERNE AGEE ASSET MANAGEMENT, INC.	Sep 23, 2008	Oct 10, 2008	17	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
174182:284564:AL:2016-11-11	Nov 11, 2016	Oct 17, 2016	BIRMINGHAM, AL	Firm change

Relationships

Registered with (5)

→ DOVETAIL FINANCIAL GROUP LLCRegistered adviserregistration: current employment
Nov 24, 2021 to presentfactForm ADV
→ HAMILTON INVESTMENT COUNSEL, LLCRegistered adviserregistration: previous registration
Oct 17, 2016 to Apr 26, 2022factForm ADV
→ STONEX ADVISORS INC.Registered adviserregistration: previous registration
Jun 30, 2016 to Nov 11, 2016factForm ADV
→ STERNE AGEE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 10, 2008 to Jun 30, 2016factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Nov 20, 2003 to Sep 23, 2008factForm ADV

Dated events

Occurred
Apr 26, 2022
Advisor changed firm
Jeffrey Kenneth Kirkpatrick left Hamilton Investment Counsel, Llc for Dovetail Financial Group Llc (registered 2021-11-24)
Form ADVobserved 4 days ago