DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

K••••• S•••• R•••

Advisor at M•••••• I•••

COLUMBIA, MD

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Search this name across graphsid dfx:ria:7c76a354-84a3-9c09-fed0-c2a86ed62728

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 5, 2008 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•••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• I•••	State registered	Apr 21, 2020	n/a	yes	COLUMBIA, MD	Current employment
M•••••• I•••	State registered	May 5, 2008	Dec 31, 2008	no	ELLICOTT CITY, MD	Previous registration

Relationships

Registered with (1)

→ M•••••• I•••Registered adviserregistration: previous registration
May 5, 2008 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c76a354-84a3-9c09-fed0-c2a86ed62728
First observed: May 5, 2008
Last observed: Sep 14, 2026 9 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.