DFX Intelligence

J•••• M•••••• F••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

J•••• M•••••• F••••

Advisor at K•••••• I••••••••• M••••••••• I•••

Princeton, NJ | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:e94cbd83-2d01-536f-1d1d-6fe4a9a1ddc0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 1, 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: K•••••• I••••••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 12, 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••••• I••••••••• M••••••••• I•••	Independent wealth	Jan 3, 2022	n/a	yes	LOS ANGELES, CA\|Princeton, NJ	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Aug 10, 2020	Dec 16, 2021	no	PRINCETON, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	K•••••• I••••••••• M••••••••• I•••	Dec 16, 2021	Jan 3, 2022	18	Firm change	Ibd to RIA
E••••••• C•••••• A•••••••• L••	A• W••••• M••••••••• L••	Jul 8, 2020	Aug 10, 2020

Relationships

Registered with (5)

→ K•••••• I••••••••• M••••••••• I•••Registered adviserregistration: current employment
Jan 3, 2022 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 10, 2020 to Dec 16, 2021factForm ADV
→ E••••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 7, 2020 to Jul 8, 2020factForm ADV
→ Q•••••• A•••• M••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e94cbd83-2d01-536f-1d1d-6fe4a9a1ddc0
First observed: Mar 1, 2017
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.