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

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RIA / WealthAdvisorCertified Financial Planner34 years in industry

T••••••• K••• B•••••••

Advisor at W•••••• M••• • A••••••••• I••

LIVONIA, MI | TROY, MI

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Search this name across graphsid dfx:ria:183e0f3e-4dcf-ab85-79c2-caf1673d1b78

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 27, 1991 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: W•••••• M••• • A••••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 27, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• F••••••••	Independent wealth	Jul 26, 2012	n/a	yes	LIVONIA, MI	Current employment
W•••••• M••• • A••••••••• I••	Independent wealth	Jun 7, 2006	n/a	yes	TROY, MI	Current employment

Relationships

Registered with (2)

→ C•• F••••••••Registered adviserregistration: current employment
Jul 26, 2012 to presentfactForm ADV
→ W•••••• M••• • A••••••••• I••Registered adviserregistration: current employment
Jun 7, 2006 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:183e0f3e-4dcf-ab85-79c2-caf1673d1b78
First observed: Nov 27, 1991
Last observed: Sep 15, 2026 7 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.