DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

K•••• M•••••• P••••••

Advisor at A•••• W••••• P•••••••

JERSEY CITY, NJ

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Search this name across graphsid dfx:ria:44272d62-19c1-3413-3317-2e6c6e315d2f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 15, 2016 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: A•••• W••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 25, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• W••••• P•••••••	Independent wealth	May 27, 2022	n/a	yes	JERSEY CITY, NJ	Current employment
A•••• S•••••••• W•••••	n/a	Nov 15, 2016	Nov 29, 2022	no	New York, NY\|Hoboken, NJ\|Jersey City, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• S•••••••• W•••••	A•••• W••••• P•••••••	Nov 29, 2022	May 27, 2022	-186	Firm change after gap	Other

Relationships

Registered with (2)

→ A•••• W••••• P•••••••Registered adviserregistration: current employment
May 27, 2022 to presentfactForm ADV
→ A•••• S•••••••• W•••••Registered adviserregistration: previous registration
Nov 15, 2016 to Nov 29, 2022factForm ADV

Dated events

Occurred
Nov 29, 2022
Advisor changed firm
K•••• M•••••• P•••••• left A•••• S•••••••• W••••• for A•••• W••••• P••••••• (registered 2022-05-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:44272d62-19c1-3413-3317-2e6c6e315d2f
First observed: Nov 15, 2016
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.