DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J•••••• C•••••• K••••

F•••••• D•• W••••• M••••••••• L••state registeredCedar Park, TxIA-onlyIAPD 2661350

Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Jeffrey Kikel

At current firm

3 y

since Dec 7, 2022

In the industry

30 y

since Oct 4, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F•••••• D•• W••••• M••••••••• L•• state registered current
since Dec 7, 2022 · Cedar Park, Tx
B•••• • A••••••••• W••••• C••••••••• I••• independent RIA
Jun 6, 2017 to Jan 3, 2023 · Cedar Park, Tx
O••••••••• S••••••••• I••• BD affiliated
Mar 9, 2016 to Jun 9, 2017 · Austin, Tx
S•••• T•••• M•••• M••••••••• L••• former
Jan 14, 2015 to Feb 29, 2016 · Austin, Tx
E••••• J•••• national BD
Mar 15, 2013 to Dec 15, 2014 · Austin, Tx
C•••••• S••••• • C••• I••• national BD
Jan 24, 2011 to Feb 13, 2013 · Austin, Tx
S•••••••• A••••••• L•• national BD
Aug 15, 2001 to Jan 6, 2011 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

B•••• • A••••••••• W••••• C••••••••• I••• to F•••••• D•• W••••• M••••••••• L••
left Jan 3, 2023, registered Dec 7, 2022 (-27 days) · RIA to a state-registered adviser
O••••••••• S••••••••• I••• to B•••• • A••••••••• W••••• C••••••••• I•••
left Jun 9, 2017, registered Jun 6, 2017 (-3 days) · Other
S•••• T•••• M•••• M••••••••• L••• to O••••••••• S••••••••• I•••
left Feb 29, 2016, registered Mar 9, 2016 (9 days) · Other
E••••• J•••• to S•••• T•••• M•••• M••••••••• L•••
left Dec 15, 2014, registered Jan 14, 2015 (30 days) · Other
C•••••• S••••• • C••• I••• to E••••• J••••
left Feb 13, 2013, registered Mar 15, 2013 (30 days) · Affiliated broker-dealer or bank to another
S•••••••• A••••••• L•• to C•••••• S••••• • C••• I•••
left Jan 6, 2011, registered Jan 24, 2011 (18 days) · Affiliated broker-dealer or bank to another

Signals

J•••••• C•••••• K•••• left B•••• • A••••••••• W••••• C••••••••• I••• for F•••••• D•• W••••• M••••••••• L•• (registered 2022-12-07)
Jan 3, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address