DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

M•••• F•••• K••••

Advisor at K•••• F••••••••• L••

WILMINGTON, NC

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Search this name across graphsid dfx:ria:46db33b6-1107-ab71-cf45-8281a4e695ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 11, 2007 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••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 6, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••• F••••••••• L••	State registered	Mar 21, 2018	n/a	yes	WILMINGTON, NC	Current employment
A•••••• W••••• M••••••••• L••	State registered	Feb 29, 2024	Jan 2, 2025	no	PHOENIX, MD\|Wilmington, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• W••••• M••••••••• L••	n/a	Jan 2, 2025	n/a	n/a	Departure no registered destination	Departure
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	K•••• F••••••••• L••	Jan 2, 2018	Mar 21, 2018	78

Relationships

Registered with (6)

→ K•••• F••••••••• L••Registered adviserregistration: current employment
Mar 21, 2018 to presentfactForm ADV
→ A•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 29, 2024 to Jan 2, 2025factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jul 25, 2016 to Jan 2, 2018factForm ADV
→ C••••••••• F•••••••• N••••••

Dated events

Occurred
Jan 2, 2025
Advisor departed, no destination yet
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:46db33b6-1107-ab71-cf45-8281a4e695ca
First observed: Oct 11, 2007
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.