DFX Intelligence

P••••••••• J••• Z••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor27 years in industry

P••••••••• J••• Z••••

Advisor at K••••• I••••••••• M••••••••• L••

AITKIN, MN

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Search this name across graphsid dfx:ria:3b90c714-bfa7-434c-da38-a59410d030c2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 14, 2018 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••••• I••••••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 16, 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••• I••••••••• M••••••••• L••	State registered	Mar 27, 2026	n/a	yes	AITKIN, MN	Current employment
K••••• I••••••••• M••••••••• L••	State registered	Feb 14, 2018	Dec 31, 2021	no	AITKIN, MN	Previous registration

Relationships

Registered with (1)

→ K••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 14, 2018 to Dec 31, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b90c714-bfa7-434c-da38-a59410d030c2
First observed: Feb 14, 2018
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.