DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

K•••• R••• M•••••••••

Advisor at D• M• B••••••• I•••

SOLANA BEACH, CA

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Search this name across graphsid dfx:ria:2227068f-9249-ebd3-ea0e-9cdbfd2f2ecb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 21, 2021 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: D• M• B••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D• M• B••••••• I•••	Independent wealth	Oct 16, 2025	n/a	yes	SOLANA BEACH, CA	Current employment
S••••• A•••••••• L••	Independent wealth	Feb 23, 2024	Sep 19, 2025	no	SAN DIEGO, CA\|San Diego, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• A•••••••• L••	D• M• B••••••• I•••	Sep 19, 2025	Oct 16, 2025	27	Firm change	RIA to RIA
M•• I•••••••• S•••••••• L••	S••••• A•••••••• L••	Mar 6, 2024	Feb 23, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
15296:10409:CA:2022-08-09	Aug 11, 2022	Aug 12, 2022	SAN DIEGO, CA	Firm change

Relationships

Registered with (4)

→ D• M• B••••••• I•••Registered adviserregistration: current employment
Oct 16, 2025 to presentfactForm ADV
→ S••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 23, 2024 to Sep 19, 2025factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 12, 2022 to Mar 6, 2024factForm ADV
→ S••••••• F•••••••• S•••••••• I•••

Dated events

Occurred
Sep 19, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2227068f-9249-ebd3-ea0e-9cdbfd2f2ecb
First observed: Oct 21, 2021
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.