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•••••• B•••• K•••••
Feed of 09/14/2026
Also filed as Jeff K•••••
At current firm
2 y
since Feb 1, 2024
In the industry
27 y
since Dec 23, 1998 (earliest exam, job or registration)
Prior registered firms
12
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Feb 1, 2024 · Easley, Sc
- C••••• I••••••••• A••••••• L•• BD affiliatedJun 29, 2023 to Feb 5, 2024 · Greenwood, Sc
- C••••• A•••••• N••••••• L•• formerJun 9, 2021 to Jun 29, 2023 · Greenville, Sc
- V••• F•••••••• A•••••••• I••• BD affiliatedJan 15, 2021 to Jun 9, 2021 · Greenville, Sc
- L•• F•••••••• L•• BD affiliatedMay 1, 2017 to Jan 25, 2021 · Greenville, Sc
- F•••• C••••••• A•••• M••••••••• I•• BD affiliatedDec 23, 2014 to May 1, 2017 · Raleigh, Nc
- S••••••• I••••••••• S•••••••• I••• formerJul 12, 2012 to Dec 16, 2014 · Laurens, Sc
- W•••• F•••• A••••••• wirehouseSep 20, 2011 to Jun 26, 2012 · Rio Rancho, Nm
- P•• M•••••• A•••••• S••••••••• I••• formerJul 14, 2011 to Sep 20, 2011 · Albuquerque, Nm
- F•••• T•••••••• A••••••• S•••••••• I••• formerSep 3, 2008 to Mar 31, 2011 · Memphis, Tn
- F•••• H•••••• A•••••••• I•• formerAug 24, 2006 to Mar 31, 2011 · Nashville, Tn
- S••••••• I••••••••• S•••••••• I••• formerDec 1, 2005 to Aug 18, 2006 · Greer, Sc
- W•••• F•••• A••••••• wirehouseSep 23, 2003 to Oct 31, 2005 · Greenville, Sc
Moves
a registration end followed by a registration begin elsewhere
- C••••• I••••••••• A••••••• L•• to L•• F•••••••• L••left Feb 5, 2024, registered Feb 1, 2024 (-4 days) · Affiliated broker-dealer or bank to another
- C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••left Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
- V••• F•••••••• A•••••••• I••• to C••••• A•••••• N••••••• L••left Jun 9, 2021, registered Jun 9, 2021 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
- L•• F•••••••• L•• to V••• F•••••••• A•••••••• I•••left Jan 25, 2021, registered Jan 15, 2021 (-10 days) · Affiliated broker-dealer or bank to another
- F•••• C••••••• A•••• M••••••••• I•• to L•• F•••••••• L••left May 1, 2017, registered May 1, 2017 (0 days) · Other
- S••••••• I••••••••• S•••••••• I••• to F•••• C••••••• A•••• M••••••••• I••left Dec 16, 2014, registered Dec 23, 2014 (7 days) · Other
- W•••• F•••• A••••••• to S••••••• I••••••••• S•••••••• I•••left Jun 26, 2012, registered Jul 12, 2012 (16 days) · Other
- P•• M•••••• A•••••• S••••••••• I••• to W•••• F•••• A•••••••left Sep 20, 2011, registered Sep 20, 2011 (0 days) · Other
- F•••• T•••••••• A••••••• S•••••••• I••• to P•• M•••••• A•••••• S••••••••• I•••left Mar 31, 2011, registered Jul 14, 2011 (105 days) · Other
- F•••• H•••••• A•••••••• I•• to F•••• T•••••••• A••••••• S•••••••• I•••left Mar 31, 2011, registered Sep 3, 2008 (-939 days) · Other
- S••••••• I••••••••• S•••••••• I••• to F•••• H•••••• A•••••••• I••left Aug 18, 2006, registered Aug 24, 2006 (6 days) · Other
- W•••• F•••• A••••••• to S••••••• I••••••••• S•••••••• I•••left Oct 31, 2005, registered Dec 1, 2005 (31 days) · Other
Signals
- J•••••• B•••• K••••• left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L•• (registered 2024-02-01)Feb 5, 2024 · a•••••• firm change · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address