K••• D••••••••

Advisor at P••••• M•••• F•••••••• A•••••••

SOUTHFIELD, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:220f57e6-c3fc-f6c6-0321-07eb82d7cf59

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 19, 2004 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: P••••• M•••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 18, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••• M•••• R••• E••••• I••••••••• A•••••••	Asset manager	Mar 30, 2023	n/a	yes	SOUTHFIELD, MI	Current employment
P••••• M•••• F•••••••• A•••••••	Independent wealth	Apr 30, 2019	n/a	yes	SOUTHFIELD, MI	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	P••••• M•••• F•••••••• A•••••••	May 2, 2019	Apr 30, 2019	-2	Firm change	Ibd to RIA
C••••••• S•••••••••	A••••••••• F•••••••• S•••••••• L••	Apr 19, 2018	May 3, 2018

Relationships

Registered with (5)

→ P••••• M•••• R••• E••••• I••••••••• A•••••••Registered adviserregistration: current employment
Mar 30, 2023 to presentfactForm ADV
→ P••••• M•••• F•••••••• A•••••••Registered adviserregistration: current employment
Apr 30, 2019 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
May 3, 2018 to May 2, 2019factForm ADV
→ C••••••• S•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:220f57e6-c3fc-f6c6-0321-07eb82d7cf59
First observed: Jul 19, 2004
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.