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.

Current firm

CAPITAL RESOURCE ADVISORS LLC.

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 12, 2021

First registration

Jun 2, 2022

Dual registered

no

IAPD individual key

6997739

• Occurred

  Apr 10, 2025
  Advisor changed firm

  Kevin Li left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Capital Resource Advisors Llc. (registered 2025-08-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2c72d050-45ac-4f4e-aaac-4c86b5a1ebcc

First observed

Jun 2, 2022

Last observed

Sep 14, 2026 5 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.