DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner42 years in industry

L•••• K•••• K••••••

Advisor at K•••••• M••••••• W••••• M••••••••• L••

SALEM, OR

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 9, 2003 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•••••• M••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 23, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••••• M••••••• W••••• M••••••••• L••	Independent wealth	Apr 6, 2018	n/a	yes	SALEM, OR	Current employment
W•••• F•••• A•••••••	Wirehouse	Apr 20, 2012	Apr 20, 2018	no	SALEM, OR	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	K•••••• M••••••• W••••• M••••••••• L••	Apr 20, 2018	Apr 6, 2018	-14	Firm change	Wirehouse to new firm
M••••• S••••••	W•••• F•••• A•••••••	May 4, 2012	Apr 20, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:292600:OR:2018-04-20	Apr 20, 2018	Apr 6, 2018	SALEM, OR	Firm change

Relationships

Registered with (4)

→ K•••••• M••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 6, 2018 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 20, 2012 to Apr 20, 2018factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to May 4, 2012factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 9, 2003
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.