DFX Intelligence

K•••• G••••• A•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor34 years in industry

K•••• G••••• A•••••

Advisor at A••••• I••••••••• I•••

BOISE, ID

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Search this name across graphsid dfx:ria:2c2367c1-5d1e-b352-cc90-62b55e9d6fac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 25, 2002 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: A••••• I••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 7, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• I••••••••• I•••	Independent wealth	Jul 17, 2022	n/a	yes	BOISE, ID	Current employment
C••••• A••••••• L••	Former SEC adviser	Jun 25, 2002	Aug 10, 2022	no	GREENWOOD VILLAGE, CO\|BOISE, ID\|BOISE, ID\|BOISE, ID\|BOISE, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A••••••• L••	A••••• I••••••••• I•••	Aug 10, 2022	Jul 17, 2022	-24	Firm change	Ibd to new firm

Relationships

Registered with (2)

→ A••••• I••••••••• I•••Registered adviserregistration: current employment
Jul 17, 2022 to presentfactForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Jun 25, 2002 to Aug 10, 2022factForm ADV

Dated events

Occurred
Aug 10, 2022
Advisor changed firm
K•••• G••••• A••••• left C••••• A••••••• L•• for A••••• I••••••••• I••• (registered 2022-07-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c2367c1-5d1e-b352-cc90-62b55e9d6fac
First observed: Jun 25, 2002
Last observed: Sep 14, 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.