DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

K•••••• S•••••• S••••

Advisor at 2•• F••••••••

MORTON, IL

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Search this name across graphsid dfx:ria:5a9c3666-b5f0-1e2a-a672-7542c4b6af93

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 5, 2016 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: 2•• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
2•• F••••••••	Independent wealth	Jan 10, 2024	n/a	yes	MORTON, IL	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Jan 24, 2017	May 23, 2024	no	Morton, IL\|BLOOMINGTON, IL\|Bloomington, IL\|Davenport, IA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	2•• F••••••••	May 23, 2024	Jan 10, 2024	-134	Firm change after gap	RIA to new firm
C••••••• F•••••••• D••••••• I•••	A• W••••• M••••••••• L••	Apr 12, 2017	Jan 24, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
282580:328570:IA:2024-05-23	May 23, 2024	Jan 10, 2024	DAVENPORT, IA	Firm change after gap

Relationships

Registered with (3)

→ 2•• F••••••••Registered adviserregistration: current employment
Jan 10, 2024 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 24, 2017 to May 23, 2024factForm ADV
→ C••••••• F•••••••• D••••••• I•••Registered adviserregistration: previous registration
Feb 5, 2016 to Apr 12, 2017factForm ADV

Dated events

Occurred
May 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a9c3666-b5f0-1e2a-a672-7542c4b6af93
First observed: Feb 5, 2016
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.