DFX Intelligence

C••••••••• F•••••••• M••••••••• C••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

C••••••••• F•••••••• M••••••••• C••••

CRD 119181

BEAVERTON, OR

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Search this name across graphsid dfx:ria:3e2e5494-3cf6-709f-9d48-353edc6e8d77

Data as of Jun 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 23, 2026 to Jun 23, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
CRD: 119181
Filings on the tape: 1
First filed: Jun 23, 2026

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
K••••• A••• M••••	Certified Financial Planner	LAGUNA HILLS, CA \| BEAVERTON, OR	17	30	2	yes
K••• M•••• R•••••••••	Certified Financial Planner	BEAVERTON, OR	17	23

Relationships

Registered with (4)

← K•••••• E•••••••• O••Advisorregistration: current employment
Jun 22, 2023 to presentfactForm ADV
← A••••• J•••• S••••Advisorregistration: current employment
Aug 8, 2020 to presentfactForm ADV
← K••••• A••• M••••Advisorregistration: previous registration
Aug 10, 2004 to Sep 24, 2004factForm ADV
← K••• M•••• R•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e2e5494-3cf6-709f-9d48-353edc6e8d77
First observed: Jun 23, 2026
Last observed: Jun 23, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds 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.