DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

B•••• M•••••• K••••

Advisor at R••••• W• B•••• • C•• I•••••••••

DENVER, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 18, 2005 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: R••••• W• B•••• • C•• I•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Sep 27, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Oct 19, 2021	n/a	yes	DENVER, CO	Current employment
P••• I••••••••• A•••••••	Asset manager	May 28, 2020	Sep 20, 2021	no	DENVER, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• I••••••••• A•••••••	R••••• W• B•••• • C•• I•••••••••	Sep 20, 2021	Oct 19, 2021	29	Firm change	Other
R••••• W• B•••• • C•• I•••••••••	P••• I••••••••• A•••••••	Apr 3, 2020	May 28, 2020

Relationships

Registered with (3)

→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Feb 23, 2009 to Apr 3, 2020factForm ADV
→ P••• I••••••••• A•••••••Registered adviserregistration: previous registration
May 28, 2020 to Sep 20, 2021factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration
Nov 18, 2005 to Dec 14, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 18, 2005
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.