M•••• K••• L•••

Advisor at L••• B••••••• I••••••••• C••••••

Scottsdale, AZ | PRESCOTT, AZ

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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, 6:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Oct 25, 2022 to Sep 14, 2026

Across DFX

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

Real Estate Fundsidentity

M•••• K••• L•••

Real estate principal · Key CRD individual

Facts

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

Current firm: L••• B••••••• I••••••••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••• B••••••• I••••••••• C••••••	Independent wealth	Mar 4, 2024	n/a	yes	PRESCOTT, AZ\|Scottsdale, AZ	Current employment
C••• L••	Bd affiliated wealth	Oct 25, 2022	Apr 2, 2024	no	Prescott, AZ\|Scottsdale, AZ\|OMAHA, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• L••	L••• B••••••• I••••••••• C••••••	Apr 2, 2024	Mar 4, 2024	-29	Firm change	Other

Relationships

Registered with (2)

→ L••• B••••••• I••••••••• C••••••Registered adviserregistration: current employment
Mar 4, 2024 to presentfactForm ADV
→ C••• L••Registered adviserregistration: previous registration
Oct 25, 2022 to Apr 2, 2024factForm ADV

Dated events

Order

Occurred
2 Apr 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 25, 2022
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.