Y•••••• L•

Advisor at K•••••• C•••••• M••••••••• L••

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:0690a9c8-88e0-23c1-f1ff-3332ea37ea7e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 9, 2002 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: K•••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••••• C•••••• M••••••••• L••	Independent wealth	Jun 20, 2017	n/a	yes	PITTSBURGH, PA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jul 9, 2002	Jun 20, 2017	no	PITTSBURGH, PA\|NORTH BETHESDA, MD\|ROCKVILLE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	K•••••• C•••••• M••••••••• L••	Jun 20, 2017	Jun 20, 2017	0	Firm change	Wirehouse to new firm

Relationships

Registered with (2)

→ K•••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jun 20, 2017 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 9, 2002 to Jun 20, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0690a9c8-88e0-23c1-f1ff-3332ea37ea7e
First observed: Jul 9, 2002
Last observed: Sep 14, 2026 8 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.