DFX Intelligence

K•••••••• • A••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

K•••••••• • A••••••••• L••

K••••••••, M••• HASKELL, CRD 128579

NATICK, MA

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Search this name across graphsid dfx:ria:4ecdc86c-c3d5-d7b7-d202-8682ddf48272

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 16, 2026 to Sep 16, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $26.4M••• Locked
Discretionary RAUM: $0
Private client RAUM: $26.4Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2
Offices

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••• H• K••••••••	Certified Financial Planner\|Chartered Financial Consultant\|Personal Financial Specialist	NATICK, MA	31	39	1	no
A••• M• C••	Certified Financial Planner	NATICK, MA	7	16

Relationships

Registered with (3)

← M••••• F•••••• W••••••••Advisorregistration: current employment
Jan 3, 2022 to presentfactForm ADV
← A••• M• C••Advisorregistration: current employment
Aug 6, 2019 to presentfactForm ADV
← M••• H• K••••••••Advisorregistration: current employment
Jan 13, 1995 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
M••• H• K•••••••• no longer holds an investment adviser registration (last listed at K•••••••• • A••••••••• L•• on the 2026-09-16 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4ecdc86c-c3d5-d7b7-d202-8682ddf48272
First observed: Sep 16, 2026
Last observed: Sep 16, 2026 6 days ago
Source families: Federal regulator filings
3 registered feeds 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.