DFX Intelligence
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Registered advisor
K••• J•••• T•••••
Certified Financial Planner
Feed of 09/14/2026
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Advisor profile
- ••• Lockedreportedmirusplanning.comfirm site, Sep 24, 2026
- Advisor profile
- ••• Lockedreportedmirusplanning.comfirm site, Sep 24, 2026
At current firm
2 y
since Jun 14, 2024
In the industry
12 y
since Oct 4, 2013 (earliest exam, job or registration)
Prior registered firms
2
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- O•••• W•••••• I••• BD affiliated currentsince Jun 14, 2024 · Bellevue, Wa
- S••••••••• A•••••• A•••••••• I••• formerMay 15, 2018 to Jun 14, 2024 · Kirkland, Wa
- V••• F•••••••• A•••••••• I••• BD affiliatedOct 4, 2013 to Jun 24, 2014 · Bellevue, Wa
Moves
a registration end followed by a registration begin elsewhere
- S••••••••• A•••••• A•••••••• I••• to O•••• W•••••• I•••left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- V••• F•••••••• A•••••••• I••• to S••••••••• A•••••• A•••••••• I•••left Jun 24, 2014, registered May 15, 2018 (1421 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address