DFX Intelligence

J•••• A•••••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

J•••• A•••••• P••••••

Advisor at K•••••••• W••••• A•••••••• L••

Nashville, TN

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Search this name across graphsid dfx:ria:eab0bff1-88b3-8f5d-1664-f9f4f957577e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jan 15, 2004 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•••••••• W••••• A•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 16, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••••••• W••••• A•••••••• L••	Bd affiliated wealth	Jul 17, 2024	n/a	yes	Nashville, TN	Current employment
E••••••••• A••••••• L••	Former SEC adviser	Jul 30, 2019	Jan 22, 2025	no	WINCHESTER, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••••••• A••••••• L••	K•••••••• W••••• A•••••••• L••	Jan 22, 2025	Jul 17, 2024	-189	Firm change after gap	RIA to ibd
B• R•••• W••••• M•••••••••	E••••••••• A••••••• L••	Aug 1, 2019	Jul 30, 2019

Relationships

Registered with (7)

→ K•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jul 17, 2024 to presentfactForm ADV
→ E••••••••• A••••••• L••Registered adviserregistration: previous registration
Jul 30, 2019 to Jan 22, 2025factForm ADV
→ B• R•••• W••••• M•••••••••Registered adviserregistration: previous registration
Oct 3, 2016 to Aug 1, 2019factForm ADV
→ N••••• D••••• W•••••

Dated events

Occurred
Jan 22, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eab0bff1-88b3-8f5d-1664-f9f4f957577e
First observed: Jan 15, 2004
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.