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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

R•••••• K•••••• T•••••

Advisor at W•••• F•••• A•••••••

PALMER, AK | ANCHORAGE, AK | EAGLE RIVER, AK | WASILLA, AK

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Search this name across graphsid dfx:ria:29f279f6-55b5-9c2a-91fd-8a527cd9d136

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 6, 2000 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 3, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2

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
W•••• F•••• A•••••••	Wirehouse	Jan 3, 2011	n/a	yes	ANCHORAGE, AK\|ANCHORAGE, AK\|EAGLE RIVER, AK\|PALMER, AK\|WASILLA, AK\|ANCHORAGE, AK\|ANCHORAGE, AK	Current employment
W•••• F•••• I••••••••• L••	n/a	Sep 6, 2005	Jan 3, 2011

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
W•••• F•••• I••••••••• L••	W•••• F•••• A•••••••	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other
M••••• S•••••• D• I•••	W•••• F•••• I••••••••• L••	Aug 29, 2005

Relationships

Registered with (3)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jan 3, 2011 to presentfactForm ADV
→ W•••• F•••• I••••••••• L••Registered adviserregistration: previous registration
Sep 6, 2005 to Jan 3, 2011factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration
Sep 6, 2000 to Aug 29, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29f279f6-55b5-9c2a-91fd-8a527cd9d136
First observed: Sep 6, 2000
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.