DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

K•••• W••••••• C•••••••

Advisor at W••••••• I••••••••• M••••••••• L••

MEDFORD, NJ

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Search this name across graphsid dfx:ria:27b1d150-578a-4542-b101-0aff813d5489

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 15, 2012 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: W••••••• I••••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 29, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• I••••••••• M••••••••• L••	Independent wealth	Apr 1, 2015	n/a	yes	MEDFORD, NJ	Current employment
M••••• L••	Independent wealth	Oct 3, 2014	Apr 6, 2015	no	WEST TYSONS CORNER, VA\|RADNOR, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• L••	W••••••• I••••••••• M••••••••• L••	Apr 6, 2015	Apr 1, 2015	-5	Firm change	Other
V••• F•••••••• A•••••••• I•••	M••••• L••	Oct 3, 2014	Oct 3, 2014

Relationships

Registered with (3)

→ W••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Apr 1, 2015 to presentfactForm ADV
→ M••••• L••Registered adviserregistration: previous registration
Oct 3, 2014 to Apr 6, 2015factForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 15, 2012 to Oct 3, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27b1d150-578a-4542-b101-0aff813d5489
First observed: Oct 15, 2012
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.