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B•••• P••••••• D•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

B•••• P••••••• D•••••••••

Advisor at K••••••••• A•••• M••••••••• L••

AUSTIN, TX

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Search this name across graphsid dfx:ria:5be21196-2201-d464-2258-f7466fe18458

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 10, 2013 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••••••••• A•••• M••••••••• L••
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 17, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
K••••••••• A•••• M••••••••• L••	Asset manager	Jan 25, 2024	n/a	yes	AUSTIN, TX	Current employment
K••••••••• A•••• M••••••••• L••	Asset manager	Aug 14, 2020	Dec 31, 2023	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• P•••••••• L••	K••••••••• A•••• M••••••••• L••	Oct 5, 2021	Aug 14, 2020	-417	Firm change after gap	Other
A•••• P•••••••• L••	W••••••• C•••••• L••	Mar 27, 2020

Relationships

Registered with (5)

→ K••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Aug 14, 2020 to Dec 31, 2023factForm ADV
→ A••••••• P•••••••• L••Registered adviserregistration: previous registration
Jan 12, 2018 to Oct 5, 2021factForm ADV
→ A•••• P•••••••• L••Registered adviserregistration: previous registration
Mar 7, 2016 to Mar 27, 2020factForm ADV
→ W••••••• C•••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5be21196-2201-d464-2258-f7466fe18458
First observed: Apr 10, 2013
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.