DFX Intelligence
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Registered advisor
J•••• K• K••••
Feed of 09/17/2026
Also filed as J•••• K• V•••••
At current firm
9 y
since Jul 20, 2017
In the industry
14 y
since Sep 1, 2012 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- B•••••••• I••••••••• M••••••••• L•• asset manager currentsince Jul 20, 2017 · Bradenton, Fl
- R•••••• J•••• • A••••••••• I••• national BDJul 31, 2013 to Jun 2, 2017 · St. Petersburg, Fl
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to B•••••••• I••••••••• M••••••••• L••left Jun 2, 2017, registered Jul 20, 2017 (48 days) · Other
Signals
No dated event on this person.
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address