N••••••• O•••••

Advisor at K••••••• C•••••• M••••••••• L••

WAYNE, PA

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:81f07a95-f1d7-d8ff-6e72-fb6ab75590bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 13, 2006 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: K••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 12, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••••• C•••••• M••••••••• L••	Independent wealth	Oct 1, 2019	n/a	yes	WAYNE, PA	Current employment
P•••••• A•••••• G••••• L••	Bd affiliated wealth	May 24, 2012	Oct 1, 2019	no	KING OF PRUSSIA, PA\|MORRISTOWN, NJ\|KING OF PRUSSIA, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	P•••••• A•••••• G••••• L••	Oct 9, 2019	May 24, 2012	-2,694	Firm change after gap	Other
P•••••• A•••••• G••••• L••	K••••••• C•••••• M••••••••• L••	Oct 1, 2019	Oct 1, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:155216:PA:2019-10-09	Oct 9, 2019	May 24, 2012	KING OF PRUSSIA, PA	Firm change after gap
155216:305118:PA:2019-10-01	Oct 1, 2019	Oct 1, 2019	KING OF PRUSSIA, PA	Firm change

Relationships

Registered with (4)

→ K••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Oct 1, 2019 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
May 5, 2010 to Oct 9, 2019factForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: previous registration
May 24, 2012 to Oct 1, 2019factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:81f07a95-f1d7-d8ff-6e72-fb6ab75590bb
First observed: Jul 13, 2006
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.