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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

K•••• J•••••• S•••••

Advisor at B•••• B••• F••••••••• L••

AUSTIN, TX

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Search this name across graphsid dfx:ria:ec032b59-40f2-d77d-fe4c-182346688798

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 15, 2005 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: B•••• B••• F••••••••• L••
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: Jan 22, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms

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
B•••• B••• F••••••••• L••	Independent wealth	Dec 16, 2022	n/a	yes	AUSTIN, TX	Current employment
D•• S•••• W••••• M•••••••••	Former SEC adviser	Oct 7, 2013	Dec 15, 2022	no

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
D•• S•••• W••••• M•••••••••	B•••• B••• F••••••••• L••	Dec 15, 2022	Dec 16, 2022	1	Firm change	RIA to RIA
T•••••••• I••••••••• M••••••••• I••	D•• S•••• W••••• M•••••••••	Sep 4, 2013

Relationships

Registered with (4)

→ B•••• B••• F••••••••• L••Registered adviserregistration: current employment
Dec 16, 2022 to presentfactForm ADV
→ D•• S•••• W••••• M•••••••••Registered adviserregistration: previous registration
Oct 7, 2013 to Dec 15, 2022factForm ADV
→ T•••••••• I••••••••• M••••••••• I••Registered adviserregistration: previous registration
Dec 18, 2009 to Sep 4, 2013factForm ADV
→ S••••••• I••••••••• S•••••••• I•••

Dated events

Occurred
Dec 15, 2022
Advisor changed firm
K•••• J•••••• S••••• left D•• S•••• W••••• M••••••••• for B•••• B••• F••••••••• L•• (registered 2022-12-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ec032b59-40f2-d77d-fe4c-182346688798
First observed: Aug 15, 2005
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.