DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

J••••••• D•••• B••••• K••••••

Advisor at W••••• E••••••••• A••••••• S•••••••• L••

DENVER, CO | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:f2265a9d-05e7-e5eb-4c4b-4fda3cc836be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 17, 2008 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: W••••• E••••••••• A••••••• S•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• E••••••••• A••••••• S•••••••• L••	Bd affiliated wealth	Dec 13, 2024	n/a	yes	DENVER, CO\|PLYMOUTH, MN	Current employment
D•••••• C•••••• C•••••••••	Independent wealth	Nov 11, 2020	Aug 9, 2024	no	DENVER, CO\|DENVER, CO\|Denver, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••• C•••••• C•••••••••	W••••• E••••••••• A••••••• S•••••••• L••	Aug 9, 2024	Dec 13, 2024	126	Firm change	RIA to ibd
C•••••• S••••• • C••• I•••	D•••••• C•••••• C•••••••••	Jan 2, 2020	Nov 11, 2020

Relationships

Registered with (4)

→ W••••• E••••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Dec 13, 2024 to presentfactForm ADV
→ D•••••• C•••••• C•••••••••Registered adviserregistration: previous registration
Nov 11, 2020 to Aug 9, 2024factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Mar 12, 2018 to Jan 2, 2020factForm ADV
→ T• R••• P•••• A••••••• S•••••••• I•••

Dated events

Occurred
Aug 9, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f2265a9d-05e7-e5eb-4c4b-4fda3cc836be
First observed: Mar 17, 2008
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.