DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner21 years in industry

K••••••• T• K••••••

Advisor at K••••••• F•••••••• P••••••• L••

WOBURN, MA

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Search this name across graphsid dfx:ria:3d43f58f-12dc-6b64-762c-f777d6434b09

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 21, 2014 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••••••• F•••••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 16, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••••• F•••••••• P••••••• L••	State registered	Sep 30, 2022	n/a	yes	WOBURN, MA	Current employment
S•• W•••••	Independent wealth	Nov 9, 2015	May 26, 2022	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• W•••••	K••••••• F•••••••• P••••••• L••	May 26, 2022	Sep 30, 2022	127	Firm change	RIA to state RIA
P••• F•••••••• M••••••••• I••	S•• W•••••	Oct 28, 2015	Nov 9, 2015

Relationships

Registered with (3)

→ K••••••• F•••••••• P••••••• L••Registered adviserregistration: current employment
Sep 30, 2022 to presentfactForm ADV
→ S•• W•••••Registered adviserregistration: previous registration
Nov 9, 2015 to May 26, 2022factForm ADV
→ P••• F•••••••• M••••••••• I••Registered adviserregistration: previous registration
Oct 21, 2014 to Oct 28, 2015factForm ADV

Dated events

Occurred
May 26, 2022
Advisor changed firm
K••••••• T• K•••••• left S•• W••••• for K••••••• F•••••••• P••••••• L•• (registered 2022-09-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d43f58f-12dc-6b64-762c-f777d6434b09
First observed: Oct 21, 2014
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.