DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

M•••••• A•••••• A••

Advisor at K••••• S••••• • W••••• W••••• M••••••••• L••

Daytona Beach, FL

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Search this name across graphsid dfx:ria:2585eae4-d028-2796-fba2-c6a78379b0b6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: May 9, 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: K••••• S••••• • W••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••• S••••• • W••••• W••••• M••••••••• L••	Independent wealth	Sep 11, 2026	n/a	yes	Daytona Beach, FL	Current employment
S••• W••••• L••	Bd affiliated wealth	May 22, 2025	Nov 21, 2025	no	Jacksonville, FL\|SAN FRANCISCO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••• W••••• L••	K••••• S••••• • W••••• W••••• M••••••••• L••	Nov 21, 2025	Sep 11, 2026	294	Firm change	Ibd to RIA
J••• M••••• S••••••••• L••	S••• W••••• L••	Apr 16, 2024	May 22, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:79:FL:2023-01-31	Feb 8, 2023	May 31, 2023	PONTE VEDRA BEACH, FL	Firm change

Relationships

Registered with (5)

→ K••••• S••••• • W••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Sep 11, 2026 to presentfactForm ADV
→ S••• W••••• L••Registered adviserregistration: previous registration
May 22, 2025 to Nov 21, 2025factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
May 31, 2023 to Apr 16, 2024factForm ADV
→ M••••• S••••••

Dated events

Occurred
Nov 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 16, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 8, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2585eae4-d028-2796-fba2-c6a78379b0b6
First observed: May 9, 2018
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.