DFX Intelligence

R••••• F•••• Z••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor33 years in industry

R••••• F•••• Z••••••

Advisor at K••••• I••••••••• M••••••••• L••

LAKE OSWEGO, OR

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Search this name across graphsid dfx:ria:56b0af63-c5a8-d24a-196a-e0956e05928d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 24, 1995 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: K••••• I••••••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••• I••••••••• M••••••••• L••	State registered	Jul 21, 2022	n/a	yes	LAKE OSWEGO, OR	Current employment
J••••• I••••••••• M••••••••• I•••	Asset manager	Mar 24, 1995	Feb 28, 2018	no	Portland, OR\|LAKE OSWEGO, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••••• I••••••••• M••••••••• I•••	K••••• I••••••••• M••••••••• L••	Feb 28, 2018	Jul 21, 2022	1,604	Firm change after gap	Other

Relationships

Registered with (2)

→ K••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Jul 21, 2022 to presentfactForm ADV
→ J••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Mar 24, 1995 to Feb 28, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:56b0af63-c5a8-d24a-196a-e0956e05928d
First observed: Mar 24, 1995
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.