DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

K••••••• D•••• T•••••••••

Advisor at K•• K•••••• R••

Folsom, CA

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Search this name across graphsid dfx:ria:31fdd21a-7240-7741-93a5-5702b3821709

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: May 1, 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: K•• K•••••• R••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 19, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•• K•••••• R••	State registered	Nov 3, 2025	n/a	yes	Folsom, CA	Current employment
S•• I••••••••• A•••••••• I•••	Former SEC adviser	Aug 5, 2016	Dec 26, 2017	no	Folsom, CA\|SAN DIEGO, CA\|Loomis, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• I••••••••• A•••••••• I•••	K•• K•••••• R••	Dec 26, 2017	Nov 3, 2025	2,869	Firm change after gap	Other
S••••••••• A•••••• A•••••••• I•••	S•• I••••••••• A•••••••• I•••	Jul 28, 2016	Aug 5, 2016

Relationships

Registered with (7)

→ K•• K•••••• R••Registered adviserregistration: current employment
Nov 3, 2025 to presentfactForm ADV
→ S•• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 5, 2016 to Dec 26, 2017factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 21, 2015 to Jul 28, 2016factForm ADV
→ Q•••••• A•••• M••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:31fdd21a-7240-7741-93a5-5702b3821709
First observed: May 1, 2002
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.