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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

K•••• K••••••• C•••••

Advisor at I•••••••

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:202c86f5-7ca8-d06f-4f84-56c24c48588a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2005 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: I•••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 21, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••••	State registered	Mar 25, 2022	n/a	yes	SAN FRANCISCO, CA	Current employment
E••••• A••••••• L••	Independent wealth	Feb 25, 2020	Mar 23, 2022	no	WALNUT CREEK, CA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• A••••••• L••	I•••••••	Mar 23, 2022	Mar 25, 2022	2	Firm change	RIA to state RIA
C•••••• S••••• • C••• I•••	E••••• A••••••• L••	Mar 5, 2020

Relationships

Registered with (5)

→ I•••••••Registered adviserregistration: current employment
Mar 25, 2022 to presentfactForm ADV
→ E••••• A••••••• L••Registered adviserregistration: previous registration
Feb 25, 2020 to Mar 23, 2022factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Aug 13, 2013 to Mar 5, 2020factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Mar 23, 2022
Advisor changed firm
K•••• K••••••• C••••• left E••••• A••••••• L•• for Impactfi (registered 2022-03-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:202c86f5-7ca8-d06f-4f84-56c24c48588a
First observed: Jan 1, 2005
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.