DFX Intelligence

B•••• K••••• I•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industry

B•••• K••••• I•••••••

Advisor at C••••••• P•••••••

San Diego, CA | OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0206a2cc-28c5-a7ef-0a60-51c2791e85ab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 21, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 22, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Jul 1, 2025	n/a	yes	San Diego, CA\|OVERLAND PARK, KS\|San Diego, CA	Current employment
M••••• P•••••• I••••••••• A•••••••	Former SEC adviser	Dec 23, 2013	Aug 7, 2025	no	HONOLULU, HI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• P•••••• I••••••••• A•••••••	C••••••• P•••••••	Aug 7, 2025	Jul 1, 2025	-37	Firm change after gap	RIA to RIA
L•• F•••••••• G•••• H•••••• I•••	M••••• P•••••• I••••••••• A•••••••	Dec 18, 2013	Dec 23, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
169423:105348:HI:2025-08-07	Aug 7, 2025	Jul 1, 2025	HONOLULU, HI	Firm change after gap

Relationships

Registered with (3)

→ C••••••• P•••••••Registered adviserregistration: current employment
Jul 1, 2025 to presentfactForm ADV
→ M••••• P•••••• I••••••••• A•••••••Registered adviserregistration: previous registration
Dec 23, 2013 to Aug 7, 2025factForm ADV
→ L•• F•••••••• G•••• H•••••• I•••Registered adviserregistration: previous registration
Jan 21, 2005 to Dec 18, 2013factForm ADV

Dated events

Occurred
Aug 7, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0206a2cc-28c5-a7ef-0a60-51c2791e85ab
First observed: Jan 21, 2005
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.