K••• A• T••••••

Advisor at M••• C••••••

Chesterfield, MI | ANNAPOLIS, MD

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Search this name across graphsid dfx:ria:4924a9b5-a111-1928-3bec-382a57064920

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 12, 2023 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: M••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• C••••••	Independent wealth	Nov 26, 2024	n/a	yes	Chesterfield, MI\|ANNAPOLIS, MD	Current employment
E••••• J••••	National bd RIA	Sep 12, 2023	Nov 12, 2024	no	ST LOUIS, MO\|Clay, MI\|MOUNT CLEMENS, MI\|CLAY, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	M••• C••••••	Nov 12, 2024	Nov 26, 2024	14	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ M••• C••••••Registered adviserregistration: current employment
Nov 26, 2024 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Sep 12, 2023 to Nov 12, 2024factForm ADV

Dated events

Occurred
Nov 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4924a9b5-a111-1928-3bec-382a57064920
First observed: Sep 12, 2023
Last observed: Sep 14, 2026 9 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.