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

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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

K•••••• C•••••• B•••••••••

Advisor at L•• F•••••••• L••

BRADENTON BEACH, FL | JACKSON, MI

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Search this name across graphsid dfx:ria:7398250a-4b2c-33d2-8735-a1f0268c7729

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 27, 2009 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 28, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Aug 7, 2024	n/a	yes	JACKSON, MI\|BRADENTON BEACH, FL	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 29, 2023	Aug 7, 2024	no	JACKSON, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	L•• F•••••••• L••	Aug 7, 2024	Aug 7, 2024	0	Firm change	Ibd to ibd
C••••• A•••••• N••••••• L••	C••••• I••••••••• A••••••• L••	Jun 29, 2023	Jun 29, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
109485:13572:MI:2021-05-20	May 20, 2021	May 20, 2021	JACKSON, MI	Firm change

Relationships

Registered with (5)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Aug 7, 2024 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 29, 2023 to Aug 7, 2024factForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
May 20, 2021 to Jun 29, 2023factForm ADV
→ S••••• F•••••••• G•••• I••

Dated events

Occurred
Aug 7, 2024
A•••••• firm change
K•••••• C•••••• B••••••••• left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L•• (registered 2024-08-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7398250a-4b2c-33d2-8735-a1f0268c7729
First observed: Jan 27, 2009
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.