DFX Intelligence

D•••• M••••••• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)37 years in industry

D•••• M••••••• P••••

Advisor at K••• P••••• L••

VIENNA, VA

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Search this name across graphsid dfx:ria:0dd21253-4df3-f656-c63b-260ae9a15239

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Aug 31, 1999 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

D•••• M••••••• P••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: K••• P••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 14, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••• P••••• L••	Independent wealth	Mar 4, 2015	n/a	yes	VIENNA, VA	Current employment
K••• P•••• A•••••••• L••	Former SEC adviser	Mar 31, 2006	Mar 31, 2015	no	VIENNA, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••• P•••• A•••••••• L••	K••• P••••• L••	Mar 31, 2015	Mar 4, 2015	-27	Channel change	Other
P•••••• C••••••••• G••••• I•••	K••• P•••• A•••••••• L••	Mar 31, 2006	Mar 31, 2006

Relationships

Registered with (3)

→ K••• P••••• L••Registered adviserregistration: current employment
Mar 4, 2015 to presentfactForm ADV
→ K••• P•••• A•••••••• L••Registered adviserregistration: previous registration
Mar 31, 2006 to Mar 31, 2015factForm ADV
→ P•••••• C••••••••• G••••• I•••Registered adviserregistration: previous registration
Aug 31, 1999 to Mar 31, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0dd21253-4df3-f656-c63b-260ae9a15239
First observed: Aug 31, 1999
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.