DFX Intelligence

K•••• M•••••• 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 / WealthAdvisor19 years in industry

K•••• M•••••• B•••••

Advisor at A••••••• A••••• L••

HOLLAND, MI | Perrysburg, OH

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:081778f9-27b8-bfb7-8b1d-40a65a9d82e7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 4, 2011 to Sep 15, 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••••••• A••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• A••••• L••	Independent wealth	Sep 4, 2020	n/a	yes	Perrysburg, OH\|HOLLAND, MI	Current employment
P••••••• A•••••••	Former SEC adviser	Feb 27, 2018	Sep 15, 2020	no	PERRYSBURG, OH\|HOLLAND, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• A•••••••	A••••••• A••••• L••	Sep 15, 2020	Sep 4, 2020	-11	Firm change	RIA to RIA
A•••••••• C•••••• M•••••••••	P••••••• A•••••••	Feb 27, 2018	Feb 27, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
290575:158282:MI:2020-09-15	Sep 15, 2020	Sep 4, 2020	HOLLAND, MI	Firm change
157423:290575:NC:2018-02-15	Feb 27, 2018	Feb 27, 2018	CORNELIUS, NC	Firm change

Relationships

Registered with (4)

→ A••••••• A••••• L••Registered adviserregistration: current employment
Sep 4, 2020 to presentfactForm ADV
→ P••••••• A•••••••Registered adviserregistration: previous registration
Feb 27, 2018 to Sep 15, 2020factForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Jun 29, 2011 to Feb 27, 2018factForm ADV
→ R•••• I••••••••• A••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:081778f9-27b8-bfb7-8b1d-40a65a9d82e7
First observed: Mar 4, 2011
Last observed: Sep 15, 2026 7 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.