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

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RIA / WealthAdvisor21 years in industry

W••••• P•••• W•••

Advisor at K•• C•••••• M••••••••• I•••

HENDERSONVILLE, TN

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Search this name across graphsid dfx:ria:1ed66e5e-4c35-224f-4321-03b8e2e30074

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 9, 2008 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: K•• C•••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 9, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•• C•••••• M••••••••• I•••	Independent wealth	Apr 13, 2015	n/a	yes	HENDERSONVILLE, TN	Current employment
W•• A•••••••• L•	Former SEC adviser	Dec 17, 2010	May 20, 2016	no	HENDERSONVILLE, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•• A•••••••• L•	K•• C•••••• M••••••••• I•••	May 20, 2016	Apr 13, 2015	-403	Firm change after gap	Other
I•••••••• C•••••• A•••••••	W•• A•••••••• L•	Dec 17, 2010	Dec 17, 2010

Relationships

Registered with (3)

→ K•• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Apr 13, 2015 to presentfactForm ADV
→ W•• A•••••••• L•Registered adviserregistration: previous registration
Dec 17, 2010 to May 20, 2016factForm ADV
→ I•••••••• C•••••• A•••••••Registered adviserregistration: previous registration
May 9, 2008 to Dec 17, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1ed66e5e-4c35-224f-4321-03b8e2e30074
First observed: May 9, 2008
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.