DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at KCD FINANCIAL, INC.
Riverside, CA | GREEN BAY, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KCD FINANCIAL, INC. | Independent wealth | May 9, 2025 | n/a | yes | GREEN BAY, WI|Riverside, CA | Current employment |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Jun 15, 2022 | Nov 1, 2023 | no | Palm Springs, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | KCD FINANCIAL, INC. | Nov 1, 2023 | May 9, 2025 | 555 | Firm change after gap | Ibd to RIA |