DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

K•••• A•••• B••••••

Advisor at P•••• C•••••• M••••••••• L••

ASHBURN, VA

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Search this name across graphsid dfx:ria:52d687d5-97ef-d661-3974-fdd7cad366ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 12, 2015 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: P•••• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 31, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••• C•••••• M••••••••• L••	State registered	Oct 22, 2025	n/a	yes	ASHBURN, VA	Current employment
A•••••• A••••••• S•••••••	Former SEC adviser	Jun 3, 2016	Oct 24, 2024	no	Ashburn, VA\|McLean, VA\|Ashburn, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• A••••••• S•••••••	P•••• C•••••• M••••••••• L••	Oct 24, 2024	Oct 22, 2025	363	Firm change	Ibd to state RIA
E•••••••• A•••••••• L••	A•••••• A••••••• S•••••••	May 19, 2016	Jun 3, 2016

Relationships

Registered with (3)

→ P•••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Oct 22, 2025 to presentfactForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Jun 3, 2016 to Oct 24, 2024factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 28, 2015 to May 19, 2016factForm ADV

Dated events

Occurred
Oct 24, 2024
Advisor changed firm
K•••• A•••• B•••••• left A•••••• A••••••• S••••••• for P•••• C•••••• M••••••••• L•• (registered 2025-10-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52d687d5-97ef-d661-3974-fdd7cad366ce
First observed: Jun 12, 2015
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.