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

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RIA / WealthAdvisor16 years in industry

K•••••• B•••• S••••••••

Advisor at R••••••••• C•••••• S••••••• L••

GRAND BLANC, MI

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Search this name across graphsid dfx:ria:0a145e36-6a5d-472c-0571-ad96e3e02fa6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 17, 2013 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: R••••••••• C•••••• S••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

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
R••••••••• C•••••• S••••••• L••	State registered	Jan 1, 2025	n/a	yes	GRAND BLANC, MI	Current employment
H••••• I••••••••• M••••••••• L••	Independent wealth	Aug 15, 2017	Aug 10, 2022	no

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
H••••• I••••••••• M••••••••• L••	R••••••••• C•••••• S••••••• L••	Aug 10, 2022	Jan 1, 2025	875	Firm change after gap	RIA to state RIA
R••••••• M•••• M••••••••• L••	H••••• I••••••••• M••••••••• L••	Dec 31, 2017

Relationships

Registered with (3)

→ R••••••••• C•••••• S••••••• L••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ H••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 15, 2017 to Aug 10, 2022factForm ADV
→ R••••••• M•••• M••••••••• L••Registered adviserregistration: previous registration
Jan 31, 2014 to Dec 31, 2017factForm ADV

Dated events

Occurred
Aug 10, 2022
Advisor changed firm
K•••••• B•••• S•••••••• left H••••• I••••••••• M••••••••• L•• for R••••••••• C•••••• S••••••• L•• (registered 2025-01-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a145e36-6a5d-472c-0571-ad96e3e02fa6
First observed: Apr 17, 2013
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.