DFX Intelligence

P••••••• I••••••••• S•••••••• I••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

P••••••• I••••••••• S•••••••• I••

P••••••• I••••••••• S•••••••• I••., CRD 119709

CLEVELAND HEIGHTS, OH

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Search this name across graphsid dfx:ria:644c6022-a3c7-9c2d-f6a6-89beb730a03d

Data as of Apr 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 22, 2026 to Apr 22, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 1
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
CRD: 119709
Filings on the tape: 1
First filed: Apr 22, 2026

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
W•••••• K•••••• M•••••••	n/a	Hudson, OH \| HUDSON, OH	19	32	2	no

Relationships

Registered with (2)

← W•••••• K•••••• M•••••••Advisorregistration: current employment
Jan 26, 2007 to presentfactForm ADV
← R••• I•• M•••••••Advisorregistration: previous registration
Jan 24, 2014 to Oct 31, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:644c6022-a3c7-9c2d-f6a6-89beb730a03d
First observed: Apr 22, 2026
Last observed: Apr 22, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.