DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

M•••••••• K••••• B•••••

Advisor at R•• A•••••••• L••

VESTAVIA HILLS, AL | Colorado Springs, CO

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Search this name across graphsid dfx:ria:03da52bf-3574-22ae-9444-26a94b177c86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 29, 2016 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: R•• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•• A•••••••• L••	Independent wealth	Jan 8, 2024	n/a	yes	VESTAVIA HILLS, AL\|Colorado Springs, CO	Current employment
A••••••••• W••••• A••••••• L••	Independent wealth	Apr 28, 2021	Jan 8, 2024	no	COLORADO SPRINGS, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• W••••• A••••••• L••	R•• A•••••••• L••	Jan 8, 2024	Jan 8, 2024	0	Firm change	RIA to RIA
M••••••••• W••••• M••••••••• L••	A••••••••• W••••• A••••••• L••	Mar 11, 2021	Apr 28, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
170022:158401:CO:2024-01-08	Jan 8, 2024	Jan 8, 2024	COLORADO SPRINGS, CO	Firm change

Relationships

Registered with (5)

→ R•• A•••••••• L••Registered adviserregistration: current employment
Jan 8, 2024 to presentfactForm ADV
→ A••••••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Apr 28, 2021 to Jan 8, 2024factForm ADV
→ M••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 28, 2020 to Mar 11, 2021factForm ADV
→ C•••••• F•••••••• M••••••••• I•••

Dated events

Occurred
Jan 8, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03da52bf-3574-22ae-9444-26a94b177c86
First observed: Jun 29, 2016
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.