K••••• E••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

ALPHARETTA, GA

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:2ce1069e-a59c-2029-99a8-dffe59096a6c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 2, 2017 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: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Apr 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jul 5, 2024	n/a	yes	ALPHARETTA, GA	Current employment
B••••••••• F•••••••• A•••••••	Independent wealth	Jan 26, 2022	Jun 20, 2024	no	COLUMBIA, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• F•••••••• A•••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jun 20, 2024	Jul 5, 2024	15	Firm change	RIA to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B••••••••• F•••••••• A•••••••	Jan 4, 2022

Relationships

Registered with (2)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 2, 2017 to Jan 4, 2022factForm ADV
→ B••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jan 26, 2022 to Jun 20, 2024factForm ADV

Dated events

Occurred
Jun 20, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 4, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ce1069e-a59c-2029-99a8-dffe59096a6c
First observed: Nov 2, 2017
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.