DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

K••••••• K•• E•••••••

Advisor at M••••• G••••• A••••••• I•••

Bend, OR | DENVER, CO

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Search this name across graphsid dfx:ria:3c62157b-471e-9a39-bba1-3ae3043fc141

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 7, 2010 to Sep 15, 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••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 6, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Aug 10, 2026	n/a	yes	Bend, OR\|DENVER, CO	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 4, 2018	Nov 14, 2025	no	BEND, OR\|SEATTLE, WA\|SEATTLE, WA\|VANCOUVER, WA\|BEND, OR\|BEND, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	M••••• G••••• A••••••• I•••	Nov 14, 2025	Aug 10, 2026	269	Firm change	Wirehouse to RIA
C••••• I••••••••• A••••••• L••	W•••• F•••• A•••••••	Dec 20, 2017	Jan 4, 2018

Relationships

Registered with (6)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Aug 10, 2026 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 4, 2018 to Nov 14, 2025factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jan 21, 2014 to Dec 20, 2017factForm ADV
→ B••••• I••••••••• A•••••••• L••

Dated events

Occurred
Nov 14, 2025
Advisor changed firm
K••••••• K•• E••••••• left W•••• F•••• A••••••• for M••••• G••••• A••••••• I••• (registered 2026-08-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c62157b-471e-9a39-bba1-3ae3043fc141
First observed: Jul 7, 2010
Last observed: Sep 15, 2026 7 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.