DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

L•••• B••••• L•••••

Advisor at K•••••••• W••••• A•••••••• L••

Stockbridge, GA | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:338608c3-b87e-c323-6b93-aa8430517a1d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 15, 2010 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•••••••• W••••• A•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 9, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••••••• W••••• A•••••••• L••	Bd affiliated wealth	Jan 4, 2022	n/a	yes	Stockbridge, GA\|SAN DIEGO, CA	Current employment
B•••••••• A••••••• S•••••••• L••	No RAUM reported	Apr 28, 2021	Jan 3, 2022	no	Stockbridge, GA\|SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• A••••••• S•••••••• L••	K•••••••• W••••• A•••••••• L••	Jan 3, 2022	Jan 4, 2022	1	Firm change	RIA to RIA
C••• I••••••••• A•••••••• I•••	B•••••••• A••••••• S•••••••• L••	Apr 28, 2021	Apr 28, 2021

Relationships

Registered with (5)

→ K•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jan 4, 2022 to presentfactForm ADV
→ B•••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 28, 2021 to Jan 3, 2022factForm ADV
→ C••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 9, 2015 to Apr 28, 2021factForm ADV
→ P•• W••••• M•••••••••

Dated events

Occurred
Jan 3, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:338608c3-b87e-c323-6b93-aa8430517a1d
First observed: Apr 15, 2010
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.