DFX Intelligence
Data Factory
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Reading the graph
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Advisor at K•• I••••••••• S••••••• L••
BROOKLYN, OH | Meridian , ID
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| K•• I••••••••• S••••••• L•• | Bd affiliated wealth | Sep 29, 2025 | n/a | yes | BROOKLYN, OH|Meridian , ID | Current employment |
| M••••• G••••• A••••••• I••• | Independent wealth | May 6, 2022 | Apr 21, 2025 | no | Ketchum, ID|DENVER, CO |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M••••• G••••• A••••••• I••• | K•• I••••••••• S••••••• L•• | Apr 21, 2025 | Sep 29, 2025 | 161 | Firm change | RIA to ibd |
| L•• F•••••••• L•• | M••••• G••••• A••••••• I••• | May 17, 2022 | May 6, 2022 |
| L•• F•••••••• L•• | Bd affiliated wealth | Feb 3, 2021 | May 17, 2022 | no | KALISPELL, MT | Previous registration |
| A••••••• A••••••• S••••••• | Former SEC adviser | Jul 11, 2019 | Dec 31, 2019 | no | BOISE, ID|Glendale, AZ | Previous registration |
| M•• I•••••••• S•••••••• L•• | Bd affiliated wealth | Jan 6, 2017 | Jun 10, 2019 | no | Meridian, ID | Previous registration |
| W•••••• • R••• | Former SEC adviser | Mar 2, 2015 | Nov 22, 2016 | no | SEATTLE, WA | Previous registration |
| M•• F•••••••• S•••••••• I••• | Former SEC adviser | Jan 25, 2012 | Mar 3, 2015 | no | BELLEVUE, WA | Previous registration |
| C•••••• S••••• • C••• I••• | National bd RIA | Oct 7, 2011 | Jan 9, 2012 | no | Seattle, WA | Previous registration |
| C•••••• S••••••••• C••••••••• | n/a | Jul 1, 2010 | Sep 19, 2011 | no | BELLEVUE, WA|BELLEVUE, WA | Previous registration |
| T••••••••• W••••• | Independent wealth | Aug 21, 2007 | Apr 21, 2009 | no | BELLEVUE, WA | Previous registration |
| C•••••• S••••••••• C••••••••• | n/a | Jan 8, 2007 | Aug 10, 2007 | no | BELLEVUE, WA|BELLEVUE, WA | Previous registration |
| C•••••••• G••••• M•••••• I••• | Bd affiliated wealth | Jul 3, 2001 | Jan 9, 2007 | no | BELLEVUE, WA|BELLEVUE, WA | Previous registration |
| -11 |
| Firm change |
| RIA to RIA |
| A••••••• A••••••• S••••••• | L•• F•••••••• L•• | Dec 31, 2019 | Feb 3, 2021 | 400 | Firm change | Ibd to ibd |
| M•• I•••••••• S•••••••• L•• | A••••••• A••••••• S••••••• | Jun 10, 2019 | Jul 11, 2019 | 31 | Firm change | Ibd to ibd |
| W•••••• • R••• | M•• I•••••••• S•••••••• L•• | Nov 22, 2016 | Jan 6, 2017 | 45 | Firm change | Other |
| M•• F•••••••• S•••••••• I••• | W•••••• • R••• | Mar 3, 2015 | Mar 2, 2015 | -1 | Firm change | Other |
| C•••••• S••••• • C••• I••• | M•• F•••••••• S•••••••• I••• | Jan 9, 2012 | Jan 25, 2012 | 16 | Firm change | Other |
| C•••••• S••••••••• C••••••••• | C•••••• S••••• • C••• I••• | Sep 19, 2011 | Oct 7, 2011 | 18 | Firm change | Other |
| T••••••••• W••••• | C•••••• S••••••••• C••••••••• | Apr 21, 2009 | Jul 1, 2010 | 436 | Firm change after gap | Other |
| C•••••• S••••••••• C••••••••• | T••••••••• W••••• | Aug 10, 2007 | Aug 21, 2007 | 11 | Firm change | Other |
| C•••••••• G••••• M•••••• I••• | C•••••• S••••••••• C••••••••• | Jan 9, 2007 | Jan 8, 2007 | -1 | Firm change | Other |