DFX Intelligence

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

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RIA / WealthAdvisor32 years in industry

K•••••• G•••••••• B•••••

Advisor at A•• C•••••• A•••••••

TAMPA, FL

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Search this name across graphsid dfx:ria:04e1dd8c-13f0-f637-41fc-2044d32ea3a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 23, 1994 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: A•• C•••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 23, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•• C•••••• A•••••••	Independent wealth	May 10, 2019	n/a	yes	TAMPA, FL	Current employment
A•• C•••••• A•••••••	Independent wealth	Sep 4, 2009	Aug 17, 2015	no	TAMPA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	A•• C•••••• A•••••••	Jul 15, 2009	Sep 4, 2009	51	Firm change	Other

Relationships

Registered with (2)

→ A•• C•••••• A•••••••Registered adviserregistration: previous registration
Sep 4, 2009 to Aug 17, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 23, 1994 to Jul 15, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04e1dd8c-13f0-f637-41fc-2044d32ea3a6
First observed: Sep 23, 1994
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.