DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

A•••••••• K•• K••••••

Advisor at M••••••

Bloomington, MN

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Search this name across graphsid dfx:ria:716d1878-adf8-1ab9-8e63-7c974fcc199d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 15, 2022 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: M••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Sep 25, 2025	n/a	yes	Bloomington, MN	Current employment
D••••••• • C••	Independent wealth	Apr 15, 2022	Aug 12, 2025	no	MINNEAPOLIS, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••• • C••	M••••••	Aug 12, 2025	Sep 25, 2025	44	Firm change	RIA to ibd

Relationships

Registered with (2)

→ M••••••Registered adviserregistration: current employment
Sep 25, 2025 to presentfactForm ADV
→ D••••••• • C••Registered adviserregistration: previous registration
Apr 15, 2022 to Aug 12, 2025factForm ADV

Dated events

Occurred
Aug 12, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:716d1878-adf8-1ab9-8e63-7c974fcc199d
First observed: Apr 15, 2022
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.