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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)30 years in industry

K•••••• B•••• R••••••

Advisor at L•• F•••••••• L••

MANASQUAN, NJ | TAFTON, PA | PORT SAINT LUCIE, FL

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Search this name across graphsid dfx:ria:4aad95df-f4a0-8d25-81e3-41ea6b96cf54

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 2, 2004 to Sep 15, 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 14, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Jul 25, 2024	n/a	yes	TAFTON, PA\|PORT SAINT LUCIE, FL\|MANASQUAN, NJ	Current employment
W•••• F•••• A•••••••	Wirehouse	Apr 15, 2016	Jul 29, 2024	no	MANASQUAN, NJ\|PALM BEACH GARDENS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	L•• F•••••••• L••	Jul 29, 2024	Jul 25, 2024	-4	Firm change	Wirehouse to ibd
L•• F•••••••• L••	W•••• F•••• A•••••••	Apr 28, 2016	Apr 15, 2016

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 30, 2008 to Apr 28, 2016factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 15, 2016 to Jul 29, 2024factForm ADV
→ H••••• L••••• F•••••••• G••••••••Registered adviserregistration: previous registration
Dec 2, 2004 to Dec 1, 2008factForm ADV

Dated events

Occurred
Jul 29, 2024
Advisor changed firm
K•••••• B•••• R•••••• left W•••• F•••• A••••••• for L•• F•••••••• L•• (registered 2024-07-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4aad95df-f4a0-8d25-81e3-41ea6b96cf54
First observed: Dec 2, 2004
Last observed: Sep 15, 2026 7 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.