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

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RIA / WealthAdvisor11 years in industry

C•••••• H••••• K•••••••••

Advisor at F••••• I•••••••••

PLANO, TX | Camas, WA

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Search this name across graphsid dfx:ria:27e8180d-9c8c-6f52-9b48-295ff4e3a4a4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 31, 2018 to Sep 15, 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: F••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• I•••••••••	Independent wealth	Apr 8, 2025	n/a	yes	Camas, WA\|PLANO, TX	Current employment
N•••••••• • A••••••••• I••	Independent wealth	May 31, 2018	Apr 4, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• • A••••••••• I••	F••••• I•••••••••	Apr 4, 2025	Apr 8, 2025	4	Firm change	RIA to RIA

Relationships

Registered with (2)

→ F••••• I•••••••••Registered adviserregistration: current employment
Apr 8, 2025 to presentfactForm ADV
→ N•••••••• • A••••••••• I••Registered adviserregistration: previous registration
May 31, 2018 to Apr 4, 2025factForm ADV

Dated events

Occurred
Apr 4, 2025
Advisor changed firm
C•••••• H••••• K••••••••• left N•••••••• • A••••••••• I•• for F••••• I••••••••• (registered 2025-04-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27e8180d-9c8c-6f52-9b48-295ff4e3a4a4
First observed: May 31, 2018
Last observed: Sep 15, 2026 7 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.