DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst12 years in industry

J••••• D••••• K••••••

Advisor at R•••• T••• C•••••• L••

HENRICO, VA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Jan 29, 2021 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••• D••••• K••••••

Private equity principal · same individual CRD

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: R•••• T••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• T••• C•••••• L••	State registered	Apr 2, 2022	n/a	yes	HENRICO, VA	Current employment
T••••••• S••••• • W••••••• L••	Asset manager	Jan 29, 2021	Apr 1, 2022	no	RICHMOND, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• S••••• • W••••••• L••	R•••• T••• C•••••• L••	Apr 1, 2022	Apr 2, 2022	1	Firm change	Other

Relationships

Registered with (2)

→ R•••• T••• C•••••• L••Registered adviserregistration: current employment
Apr 2, 2022 to presentfactForm ADV
→ T••••••• S••••• • W••••••• L••Registered adviserregistration: previous registration
Jan 29, 2021 to Apr 1, 2022factForm ADV

Dated events

Order

Occurred
1 Apr 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 29, 2021
Last observed: Sep 14, 2026 10 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.