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.
Registered advisor
Joseph William Kantakevich
Certified Financial Planner
Feed of 09/14/2026
Also filed as Joseph Kantakevich
At current firm
4 y
since Sep 13, 2022
In the industry
17 y
since Mar 31, 2009 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- United Brokerage Services Inc BD affiliated currentsince Sep 13, 2022 · Washington, Dc
- Jwk Financial Group unclassifiedMar 11, 2014 to Dec 31, 2018 · Rockville, Md
- Eaglestone Wealth Advisors, Inc. formerJan 8, 2013 to Nov 13, 2023 · Rockville, Md
- Triad Advisors, LLC formerOct 18, 2011 to Mar 12, 2014 · Washington, Dc
- Wells Fargo Advisors wirehouseApr 27, 2009 to Aug 10, 2011 · Bethesda, Md
Moves
a registration end followed by a registration begin elsewhere
- Eaglestone Wealth Advisors, Inc. to Jwk Financial Groupleft Nov 13, 2023, registered Mar 11, 2014 (-3534 days) · Other
- Jwk Financial Group to United Brokerage Services Incleft Dec 31, 2018, registered Sep 13, 2022 (1352 days) · Other
- Triad Advisors, LLC to Eaglestone Wealth Advisors, Inc.left Mar 12, 2014, registered Jan 8, 2013 (-428 days) · Other
- Wells Fargo Advisors to Triad Advisors, LLCleft Aug 10, 2011, registered Oct 18, 2011 (69 days) · Other
Signals
- Joseph William Kantakevich left Eaglestone Wealth Advisors, Inc. for Jwk Financial Group (registered 2014-03-11)Nov 13, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address