DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

M•••• B••••• K•••••

Advisor at C••••• W••••• M•••••••••

BOYNTON BEACH, FL

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Search this name across graphsid dfx:ria:54a0c50c-f7ca-8794-705f-a0c3de3c851e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Jun 7, 2019 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••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• W••••• M•••••••••	Independent wealth	Aug 24, 2026	n/a	yes	BOYNTON BEACH, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jul 2, 2025	Sep 3, 2025	no	BOCA RATON, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C••••• W••••• M•••••••••	Sep 3, 2025	Aug 24, 2026	355	Firm change	Wirehouse to RIA
S•••••• N••••••• • C••••••• I•••••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jul 28, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:8174:FL:2022-03-16	Apr 1, 2022	May 11, 2022	JUPITER, FL	Firm change

Relationships

Registered with (4)

→ C••••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 24, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 2, 2025 to Sep 3, 2025factForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••Registered adviserregistration: previous registration
Mar 7, 2023 to Jul 28, 2023factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

Occurred
Sep 3, 2025
Advisor changed firm
M•••• B••••• K••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C••••• W••••• M••••••••• (registered 2026-08-24)
Form ADVobserved 7 days ago
Occurred
Jul 28, 2023
Advisor changed firm
M•••• B••••• K••••• left S•••••• N••••••• • C••••••• I••••••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2025-07-02)
Form ADVobserved 7 days ago
Occurred
Mar 9, 2023
Advisor changed firm
M•••• B••••• K••••• left U•• F•••••••• S••••••• I••• for S•••••• N••••••• • C••••••• I••••••••• (registered 2023-03-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54a0c50c-f7ca-8794-705f-a0c3de3c851e
First observed: Jun 7, 2019
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.