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••••••• K••• C••••••

S••••• F••••••••• L••state registeredMeridian, Id IA-onlyIAPD 6722322

Feed of 09/14/2026

Also filed as Jon Kirk Carroll

At current firm

3 y

since Mar 27, 2023

In the industry

14 y

since Aug 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S••••• F••••••••• L•• state registered current
since Mar 27, 2023 · Meridian, Id
G••••••• A•••••••• L•• independent RIA
Aug 14, 2020 to Dec 31, 2022 · Arden Hills, Mn
C•••••• A••••••• BD affiliated
Jul 19, 2019 to Aug 12, 2020 · Meridian, Id
L•••••• I••••••••• independent RIA
Jul 19, 2019 to Aug 12, 2020 · Meridian, Id
L••••• W••••• M••••••••• L•• independent RIA
Jun 2, 2017 to Jun 17, 2019 · Meridian, Id
A••••••• F•••••••• A•••••••• I••• former
Jan 30, 2017 to May 9, 2017 · Meridan, Id

Moves

a registration end followed by a registration begin elsewhere

G••••••• A•••••••• L•• to S••••• F••••••••• L••
left Dec 31, 2022, registered Mar 27, 2023 (86 days) · RIA to a state-registered adviser
C•••••• A••••••• to L•••••• I•••••••••
left Aug 12, 2020, registered Jul 19, 2019 (-390 days) · Affiliated broker-dealer or bank to another
L•••••• I••••••••• to G••••••• A•••••••• L••
left Aug 12, 2020, registered Aug 14, 2020 (2 days) · Affiliated broker-dealer or bank to independent RIA
L••••• W••••• M••••••••• L•• to C•••••• A•••••••
left Jun 17, 2019, registered Jul 19, 2019 (32 days) · RIA to affiliated broker-dealer or bank
A••••••• F•••••••• A•••••••• I••• to L••••• W••••• M••••••••• L••
left May 9, 2017, registered Jun 2, 2017 (24 days) · Other · moved with a team

Signals

J••••••• K••• C•••••• left G••••••• A•••••••• L•• for S••••• F••••••••• L•• (registered 2023-03-27)
Dec 31, 2022 · 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: STATE REGISTEREDderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address