DFX Intelligence

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

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RIA / WealthAdvisor15 years in industry

K••••••• M•••• M••••••••

Advisor at C••••••• P•••••••

OVERLAND PARK, KS | Walla Walla, WA

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Search this name across graphsid dfx:ria:6c1b4c14-5f96-a841-58a7-f511d23179ca

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 27, 2010 to Sep 15, 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 27, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• P•••••••	Independent wealth	Nov 4, 2024	n/a	yes	OVERLAND PARK, KS\|Walla Walla, WA	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Nov 6, 2017	Oct 31, 2024	no	WALLA WALLA, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C••••••• P•••••••	Oct 31, 2024	Nov 4, 2024	4	Firm change	Ibd to RIA
E••••• J••••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Dec 12, 2011	Jan 11, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:105348:WA:2024-10-31	Oct 31, 2024	Nov 4, 2024	WALLA WALLA, WA	Firm change

Relationships

Registered with (3)

→ C••••••• P•••••••Registered adviserregistration: current employment
Nov 4, 2024 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Nov 6, 2017 to Oct 31, 2024factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Sep 27, 2010 to Dec 12, 2011factForm ADV

Dated events

Occurred
Oct 31, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c1b4c14-5f96-a841-58a7-f511d23179ca
First observed: Sep 27, 2010
Last observed: Sep 15, 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.