DFX Intelligence

E•••• V••••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultant36 years in industry

E•••• V••••• H••••••

Advisor at K••••••• F•••••••• A•••••••• L••

CARMEL, IN

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Search this name across graphsid dfx:ria:57d516f3-257c-959e-4811-f2abb909e3db

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 14, 1998 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••••••• F•••••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 3, 1989earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••••• F•••••••• A•••••••• L••	State registered	Apr 29, 2013	n/a	yes	CARMEL, IN	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	Jul 22, 2010	Jan 7, 2013	no	INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|CLERMONT, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|CARMEL, IN\|SPEEDWAY, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	K••••••• F•••••••• A•••••••• L••	Jan 7, 2013	Apr 29, 2013	112	Firm change	Other
A••••••••• F•••••••• S•••••••• L••	P•• W••••• M•••••••••	Jul 26, 2010	Jul 22, 2010

Relationships

Registered with (3)

→ K••••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 29, 2013 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Jul 22, 2010 to Jan 7, 2013factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 14, 1998 to Jul 26, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57d516f3-257c-959e-4811-f2abb909e3db
First observed: Dec 14, 1998
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.