K•••• K••••••

Advisor at W••••••••• T•••• I••••••••• A•••••••• I•••

Bridgeport, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:548725c9-8c7c-d665-ac26-c483bb77e827

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 29, 2018 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: W••••••••• T•••• I••••••••• A•••••••• I•••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Aug 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• T•••• I••••••••• A•••••••• I•••	Other adviser	Sep 11, 2024	n/a	yes	Bridgeport, CT	Current employment
P••••••• U••••• A•••••••• I•••	Former SEC adviser	Jan 5, 2023	Sep 10, 2024	no	W•••••••••, DE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• U••••• A•••••••• I•••	W••••••••• T•••• I••••••••• A•••••••• I•••	Sep 10, 2024	Sep 11, 2024	1	Channel change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
292454:106909:DE:2024-09-10	Sep 10, 2024	Sep 11, 2024	W•••••••••, DE	Firm change

Relationships

Registered with (2)

→ W••••••••• T•••• I••••••••• A•••••••• I•••Registered adviserregistration: current employment
Sep 11, 2024 to presentfactForm ADV
→ P••••••• U••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 5, 2023 to Sep 10, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:548725c9-8c7c-d665-ac26-c483bb77e827
First observed: Nov 29, 2018
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.