K•• T•••• D•••

Advisor at W••••• F••••••••

LAS VEGAS, NV

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 5, 2017 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: W••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• F••••••••	Independent wealth	Jul 8, 2026	n/a	yes	LAS VEGAS, NV	Current employment
I••••••••• F•••••••• G••••• L••	Bd affiliated wealth	May 1, 2023	May 1, 2026	no	HENDERSON, NV\|SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• F•••••••• G••••• L••	W••••• F••••••••	May 1, 2026	Jul 8, 2026	68	Firm change	Ibd to RIA
W••••• F••••••••	I••••••••• F•••••••• G••••• L••	Apr 19, 2023	May 1, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:311869:NV:2021-01-25	Jan 25, 2021	Mar 2, 2021	LAS VEGAS, NV	Firm change

Relationships

Registered with (5)

→ W••••• F••••••••Registered adviserregistration: previous registration
Mar 2, 2021 to Apr 19, 2023factForm ADV
→ I••••••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
May 1, 2023 to May 1, 2026factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 7, 2019 to Jan 25, 2021factForm ADV
→ M••••••••• C••••••• L••

Dated events

Order

Occurred
1 May 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
19 Apr 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 5, 2017
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.