G•••• K••• B•••

Advisor at L•••

LOS ANGELES, CA | Los Angeles, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:29c82d8e-e62d-0965-a13b-a6eda2c25d22

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 3, 2003 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: L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 26, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••	Independent wealth	Jan 21, 2025	n/a	yes	Los Angeles, CA\|LOS ANGELES, CA	Current employment
A••••• W••••• M••••••••• L••	Former SEC adviser	Nov 8, 2018	Jan 23, 2025	no	LOS ANGELES, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• W••••• M••••••••• L••	L•••	Jan 23, 2025	Jan 21, 2025	-2	Firm change	RIA to RIA
U•• F•••••••• S••••••• I•••	A••••• W••••• M••••••••• L••	Dec 10, 2017	Nov 8, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
291155:269866:CA:2025-01-23	Jan 23, 2025	Jan 21, 2025	LOS ANGELES, CA	Firm change
8174:291155:CA:2017-12-10	Dec 10, 2017	Nov 8, 2018	LOS ANGELES, CA	Firm change

Relationships

Registered with (4)

→ L•••Registered adviserregistration: current employment
Jan 21, 2025 to presentfactForm ADV
→ A••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 8, 2018 to Jan 23, 2025factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Feb 23, 2009 to Dec 10, 2017factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Jan 23, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29c82d8e-e62d-0965-a13b-a6eda2c25d22
First observed: Mar 3, 2003
Last observed: Sep 15, 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.