DFX Intelligence
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Registered advisor
K•••••• J•••• T•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as K•• T•••••
At current firm
18 y
since Aug 6, 2008
In the industry
29 y
since Sep 16, 1997 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated currentsince Aug 6, 2008 · Alpharetta, Ga
- P••• A••••• S••••••••• L•• BD affiliatedJun 26, 2006 to Aug 8, 2008 · Atlanta, Ga
- P•••••••• P••••••• A•••••••• I••• unclassifiedMay 14, 2003 to Aug 12, 2008 · Roswell, Ga
Moves
a registration end followed by a registration begin elsewhere
- P•••••••• P••••••• A•••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Aug 12, 2008, registered Aug 6, 2008 (-6 days) · Other
- P••• A••••• S••••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Aug 8, 2008, registered Aug 6, 2008 (-2 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address