DFX Intelligence

K••• W•••••• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

K••• W•••••• F•••••••

Advisor at B••••••••• W••••• M••••••••• L••

AUSTIN, TX

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Search this name across graphsid dfx:ria:0d1695fa-47b3-9855-4777-26db4822c8b1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 25, 2008 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: B••••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 18, 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• W••••• M••••••••• L••	Independent wealth	May 11, 2026	n/a	yes	AUSTIN, TX\|AUSTIN, TX	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Sep 18, 2023	n/a	yes	AUSTIN, TX\|AUSTIN, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	K••••• A••••••• S•••••••• L••	Sep 19, 2023	Sep 18, 2023	-1	Firm change	Ibd to ibd
E•••••••• P••	L•• F•••••••• L••	Nov 11, 2019	Sep 30, 2021

Relationships

Registered with (7)

→ B••••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 11, 2026 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Sep 18, 2023 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 30, 2021 to Sep 19, 2023factForm ADV
→ E•••••••• P••

Dated events

Occurred
Sep 19, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d1695fa-47b3-9855-4777-26db4822c8b1
First observed: Aug 25, 2008
Last observed: Sep 14, 2026 9 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.