DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

K•••• B• D••••••

Advisor at A• W••••• M••••••••• L••

Nampa, ID

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Search this name across graphsid dfx:ria:118ac9dd-e42b-b527-3bb4-f3fd25445e6d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 2, 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: A• W••••• M••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
A• W••••• M••••••••• L••	Bd affiliated wealth	Jun 9, 2025	n/a	yes	Nampa, ID	Current employment
W••••• W•••• A•••••••• I••	Independent wealth	Oct 31, 2018	Apr 28, 2023	no	Colorado Springs, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• W•••• A•••••••• I••	A• W••••• M••••••••• L••	Apr 28, 2023	Jun 9, 2025	773	Firm change after gap	RIA to ibd
S•• F••••••••• L••	W••••• W•••• A•••••••• I••	Nov 7, 2018	Oct 31, 2018

Relationships

Registered with (4)

→ A• W••••• M••••••••• L••Registered adviserregistration: current employment
Jun 9, 2025 to presentfactForm ADV
→ W••••• W•••• A•••••••• I••Registered adviserregistration: previous registration
Oct 31, 2018 to Apr 28, 2023factForm ADV
→ S•• F••••••••• L••Registered adviserregistration: previous registration
May 23, 2014 to Nov 7, 2018factForm ADV
→ N••••••• L••

Dated events

Occurred
Apr 28, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:118ac9dd-e42b-b527-3bb4-f3fd25445e6d
First observed: Aug 2, 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.