K••• P••••••

Advisor at S••••• A••••••• W•••••• L••

BYRON CENTER, MI | DETROIT, 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:2211e1ec-0e78-813f-f4d2-2d6306accd9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jan 22, 2015 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: S••••• A••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 20, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• A••••••• W•••••• L••	Independent wealth	Apr 27, 2026	n/a	yes	DETROIT, MI\|BYRON CENTER, MI	Current employment
C••••••• P•••••••• I•••	Independent wealth	Feb 15, 2023	Nov 5, 2024	no	NEW YORK, NY\|Byron Center, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P•••••••• I•••	S••••• A••••••• W•••••• L••	Nov 5, 2024	Apr 27, 2026	538	Firm change after gap	RIA to RIA
W••••••••• I••••••••• M••••••••• L••	C••••••• P•••••••• I•••	Oct 14, 2022	Feb 15, 2023

Relationships

Registered with (7)

→ S••••• A••••••• W•••••• L••Registered adviserregistration: current employment
Apr 27, 2026 to presentfactForm ADV
→ C••••••• P•••••••• I•••Registered adviserregistration: previous registration
Feb 15, 2023 to Nov 5, 2024factForm ADV
→ W••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 25, 2020 to Oct 14, 2022factForm ADV
→ S••••••• F•••••••• S•••••••• I•••

Dated events

Occurred
Nov 5, 2024
Advisor changed firm
K••• P•••••• left C••••••• P•••••••• I••• for S••••• A••••••• W•••••• L•• (registered 2026-04-27)
Form ADVobserved 7 days ago
Occurred
Oct 14, 2022
Advisor changed firm
K••• P•••••• left W••••••••• I••••••••• M••••••••• L•• for C••••••• P•••••••• I••• (registered 2023-02-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2211e1ec-0e78-813f-f4d2-2d6306accd9d
First observed: Jan 22, 2015
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.