DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor18 years in industry

K••• R•• B••••••

Advisor at C••••••

BIRMINGHAM, MI

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:07d6cf5e-b8e0-ae61-2e6f-c9404b8102a2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 9, 2015 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••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Dec 5, 2022	n/a	yes	BIRMINGHAM, MI	Current employment
R••• B•••••••• • C• L••	Former SEC adviser	Dec 9, 2015	Jul 3, 2023	no	BIRMINGHAM, MI

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R••• B•••••••• • C• L••	C••••••	Jul 3, 2023	Dec 5, 2022	-210	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106229:319448:MI:2023-07-03	Jul 3, 2023	Dec 5, 2022	BIRMINGHAM, MI	Firm change after gap

Relationships

Registered with (2)

→ C••••••Registered adviserregistration: current employment
Dec 5, 2022 to presentfactForm ADV
→ R••• B•••••••• • C• L••Registered adviserregistration: previous registration
Dec 9, 2015 to Jul 3, 2023factForm ADV

Dated events

Occurred
Jul 3, 2023
Advisor changed firm
K••• R•• B•••••• left R••• B•••••••• • C• L•• for Corient (registered 2022-12-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:07d6cf5e-b8e0-ae61-2e6f-c9404b8102a2
First observed: Dec 9, 2015
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.