DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

K•••• N••••• B••••

Advisor at C•• W••••• A•••••••• L•••

FALLS CHURCH, VA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 1, 2022 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: C•• W••••• A•••••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• W••••• A•••••••• L•••	Independent wealth	Mar 25, 2025	n/a	yes	FALLS CHURCH, VA	Current employment
C••••••• • C••••••• I•••	Independent wealth	Jul 5, 2023	Feb 20, 2025	no	MCLEAN, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• • C••••••• I•••	C•• W••••• A•••••••• L•••	Feb 20, 2025	Mar 25, 2025	33	Firm change	RIA to RIA
O•••• W•••••• I•••	C••••••• • C••••••• I•••	Sep 5, 2024	Jul 5, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
23131:317672:VA:2024-08-30	Sep 5, 2024	Jul 5, 2023	MCLEAN, VA	Firm change after gap

Relationships

Registered with (4)

→ C•• W••••• A•••••••• L•••Registered adviserregistration: current employment
Mar 25, 2025 to presentfactForm ADV
→ C••••••• • C••••••• I•••Registered adviserregistration: previous registration
Jul 5, 2023 to Feb 20, 2025factForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Mar 28, 2023 to Sep 5, 2024factForm ADV
→ M•••• I••••••••• A••••••• S••••••• I••

Dated events

Occurred
Feb 20, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 6, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 1, 2022
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.