K••••••• F•••

Advisor at C••••••• R•••• W••••• P••••••

Washington, DC | THURMONT, MD

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:09c7fe61-731e-1e65-4baf-f7e5a387b338

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 7, 2005 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: C••••••• R•••• W••••• P••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 21, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• R•••• W••••• P••••••	Independent wealth	Jun 13, 2025	n/a	yes	THURMONT, MD\|Washington, DC	Current employment
F••• F•••••••• A••••••• G••••• I•••	n/a	Jun 6, 2011	Dec 31, 2025	no	WASHINGTON, DC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••• F•••••••• A••••••• G••••• I•••	C••••••• R•••• W••••• P••••••	Dec 31, 2025	Jun 13, 2025	-201	Firm change after gap	Other
H• B•••• I•••	F••• F•••••••• A••••••• G••••• I•••	Nov 3, 2009	Jun 6, 2011

Relationships

Registered with (4)

→ C••••••• R•••• W••••• P••••••Registered adviserregistration: current employment
Jun 13, 2025 to presentfactForm ADV
→ F••• F•••••••• A••••••• G••••• I•••Registered adviserregistration: previous registration
Jun 6, 2011 to Dec 31, 2025factForm ADV
→ H• B•••• I•••Registered adviserregistration: previous registration
May 4, 2006 to Nov 3, 2009factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
K••••••• F••• left F••• F•••••••• A••••••• G••••• I••• for C••••••• R•••• W••••• P•••••• (registered 2025-06-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09c7fe61-731e-1e65-4baf-f7e5a387b338
First observed: Mar 7, 2005
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.