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

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RIA / WealthAdvisor13 years in industry

K••• A••••• K••••

Advisor at B•••••••• A•••• M•••••••••

JUPITER, FL

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Search this name across graphsid dfx:ria:245304d5-fc4f-1122-cfd5-fa4481bd8a5b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jun 7, 2018 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: B•••••••• A•••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• A•••• M•••••••••	State registered	Apr 16, 2024	n/a	yes	JUPITER, FL	Current employment
A••••••• W••••• P•••••••• L••	Former SEC adviser	Mar 21, 2022	Dec 6, 2022	no	NORTH PALM BEACH, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• W••••• P•••••••• L••	B•••••••• A•••• M•••••••••	Dec 6, 2022	Apr 16, 2024	497	Firm change after gap	RIA to state RIA
H••• W••••• A•••••••	A••••••• W••••• P•••••••• L••	Jan 20, 2022	Mar 21, 2022

Relationships

Registered with (7)

→ B•••••••• A•••• M•••••••••Registered adviserregistration: current employment
Apr 16, 2024 to presentfactForm ADV
→ A••••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Mar 21, 2022 to Dec 6, 2022factForm ADV
→ H••• W••••• A•••••••Registered adviserregistration: previous registration
Jul 23, 2021 to Jan 20, 2022factForm ADV
→ B••••••••• A•••• M••••••••• L••

Dated events

Occurred
Dec 6, 2022
Advisor changed firm
K••• A••••• K•••• left A••••••• W••••• P•••••••• L•• for B•••••••• A•••• M••••••••• (registered 2024-04-16)
Form ADVobserved 7 days ago
Occurred
Jan 20, 2022
Advisor changed firm
K••• A••••• K•••• left H••• W••••• A••••••• for A••••••• W••••• P•••••••• L•• (registered 2022-03-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:245304d5-fc4f-1122-cfd5-fa4481bd8a5b
First observed: Jun 7, 2018
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.