DFX Intelligence

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

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RIA / WealthAdvisor38 years in industry

J••• R••••• K•••••

Advisor at W••••• M••••••••• C••••••••• L••

LAWRENCE, KS

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Search this name across graphsid dfx:ria:f45579b2-dfce-04c2-ea69-fdd9b7357e60

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 26, 2000 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••••• M••••••••• C••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 18, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• M••••••••• C••••••••• L••	State registered	Apr 20, 2016	n/a	yes	LAWRENCE, KS	Current employment
T•• W••• C•••••• A••••••• L••	Institutional manager	Jun 2, 2018	Nov 24, 2018	no	OVERLAND PARK, KS\|Overland Park, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• W••• C•••••• A••••••• L••	n/a	Nov 24, 2018	n/a	n/a	Departure no registered destination	Departure
C••••••••• F•••••••• N••••••	W••••• M••••••••• C••••••••• L••	May 17, 2016	Apr 20, 2016	-27

Relationships

Registered with (6)

→ W••••• M••••••••• C••••••••• L••Registered adviserregistration: current employment
Apr 20, 2016 to presentfactForm ADV
→ T•• W••• C•••••• A••••••• L••Registered adviserregistration: previous registration
Jun 2, 2018 to Nov 24, 2018factForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
May 10, 2013 to May 17, 2016factForm ADV
→ T••••••• I••••••••• M••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f45579b2-dfce-04c2-ea69-fdd9b7357e60
First observed: May 26, 2000
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.