DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

K••• C••••• M••••••••

Advisor at W•••••• W••••• B•••••••

OAK LAWN, IL

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Search this name across graphsid dfx:ria:81863f46-ab87-205c-9f09-56b604cfd5dc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 3, 2010 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: W•••••• W••••• B•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 8, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• W••••• B•••••••	State registered	Sep 30, 2020	n/a	yes	OAK LAWN, IL	Current employment
O••••• I••••••••• A••••••• L••	Independent wealth	Feb 26, 2021	Apr 19, 2021	no	Oak Lawn, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••• I••••••••• A••••••• L••	n/a	Apr 19, 2021	n/a	n/a	Departure no registered destination	Departure
B••••••••• W••••• M••••••••• L••	W•••••• W••••• B•••••••	Jul 8, 2020	Sep 30, 2020	84

Relationships

Registered with (6)

→ W•••••• W••••• B•••••••Registered adviserregistration: current employment
Sep 30, 2020 to presentfactForm ADV
→ O••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Feb 26, 2021 to Apr 19, 2021factForm ADV
→ B••••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
May 9, 2017 to Jul 8, 2020factForm ADV
→ L•• F•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81863f46-ab87-205c-9f09-56b604cfd5dc
First observed: Mar 3, 2010
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.