K•••• L••••••

Advisor at M••••• S••••••

Boston, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7d129a49-adfe-1efb-11f6-f3b5b58a46b4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2025 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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••••• S••••••	Wirehouse	Jul 31, 2026	n/a	yes	Boston, MA	Current employment
R•• C•••••• M••••••• L••	National bd RIA	Feb 13, 2025	Jul 24, 2026	no	Cambridge, MA\|BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• C•••••• M••••••• L••	M••••• S••••••	Jul 24, 2026	Jul 31, 2026	7	Firm change	Ibd to wirehouse

Relationships

Registered with (2)

→ M••••• S••••••Registered adviserregistration: current employment
Jul 31, 2026 to presentfactForm ADV
→ R•• C•••••• M••••••• L••Registered adviserregistration: previous registration
Feb 13, 2025 to Jul 24, 2026factForm ADV

Dated events

Occurred
Jul 24, 2026
Advisor changed firm
K•••• L•••••• left R•• C•••••• M••••••• L•• for M••••• S•••••• (registered 2026-07-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d129a49-adfe-1efb-11f6-f3b5b58a46b4
First observed: Feb 13, 2025
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.