DFX Intelligence

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

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RIA / WealthAdvisor47 years in industry

W•••••• K•••• R•••

Advisor at K••••• • N••••• F••••• W•••••

DUBLIN, OH

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Search this name across graphsid dfx:ria:2347be16-4b7b-26d6-6a56-1cbcadc30500

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 6, 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: K••••• • N••••• F••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 1978earliest registration or exam on IAPD
Years in industry: 47derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••• • N••••• F••••• W•••••	Independent wealth	Oct 20, 2014	n/a	yes	DUBLIN, OH	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Sep 17, 2009	Dec 12, 2014	no	DUBLIN, OH\|DUBLIN, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	K••••• • N••••• F••••• W•••••	Dec 12, 2014	Oct 20, 2014	-53	Firm change after gap	Other
E••••••• A•••••••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Dec 7, 2009	Sep 17, 2009

Relationships

Registered with (3)

→ K••••• • N••••• F••••• W•••••Registered adviserregistration: current employment
Oct 20, 2014 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 17, 2009 to Dec 12, 2014factForm ADV
→ E••••••• A•••••••Registered adviserregistration: previous registration
Jan 24, 2005 to Dec 7, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2347be16-4b7b-26d6-6a56-1cbcadc30500
First observed: Jan 6, 2004
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.