DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

D•••• K••••• W•••••••• K•••••••••

Advisor at E•••••••• P•••• W••••• P•••••••• L••

DENVER, CO | Atlanta, GA

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Search this name across graphsid dfx:ria:15e19c88-e287-f60f-285b-31fa074f579d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 28, 2004 to Sep 15, 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: E•••••••• P•••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 9, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• P•••• W••••• P•••••••• L••	Independent wealth	Feb 16, 2026	n/a	yes	DENVER, CO\|Atlanta, GA	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Dec 15, 2015	Feb 24, 2026	no	ATLANTA, GA\|Cashiers, NC\|Atlanta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	E•••••••• P•••• W••••• P•••••••• L••	Feb 24, 2026	Feb 16, 2026	-8	Firm change	Wirehouse to RIA
C••••• S••••• S••••••••• •••• L••	U•• F•••••••• S••••••• I•••	Dec 17, 2015	Dec 15, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
8174:137068:GA:2026-02-24	Feb 24, 2026	Feb 16, 2026	ATLANTA, GA	Firm change

Relationships

Registered with (4)

→ E•••••••• P•••• W••••• P•••••••• L••Registered adviserregistration: current employment
Feb 16, 2026 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Dec 15, 2015 to Feb 24, 2026factForm ADV
→ C••••• S••••• S••••••••• •••• L••Registered adviserregistration: previous registration
Sep 19, 2008 to Dec 17, 2015factForm ADV
→ L••••• B••••••• I•••

Dated events

Occurred
Feb 24, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15e19c88-e287-f60f-285b-31fa074f579d
First observed: Apr 28, 2004
Last observed: Sep 15, 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.