DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)20 years in industry

K•••• D••••• S••••••

Advisor at SCS

BELLEVUE, WA

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Search this name across graphsid dfx:ria:79886d8a-036c-11d9-7939-020451ebe8de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 21, 2019 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: SCS
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••	Independent wealth	Oct 31, 2022	n/a	yes	BELLEVUE, WA	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Nov 5, 2020	Nov 4, 2021	no	SCOTTSDALE, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	S••	Nov 4, 2021	Oct 31, 2022	361	Firm change	Ibd to RIA
H•••••• T••••••• • K•••• L••	O•••• W•••••• I•••	Nov 2, 2020	Nov 5, 2020

Relationships

Registered with (3)

→ SCSRegistered adviserregistration: current employment
Oct 31, 2022 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Nov 5, 2020 to Nov 4, 2021factForm ADV
→ H•••••• T••••••• • K•••• L••Registered adviserregistration: previous registration
Nov 21, 2019 to Nov 2, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79886d8a-036c-11d9-7939-020451ebe8de
First observed: Nov 21, 2019
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.