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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

K••••• M•••••••• A••••••

Advisor at M•••••••• • C••••••

VANCOUVER, WA

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Search this name across graphsid dfx:ria:82732cfb-d628-dc18-f793-77cc01f7ff67

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 22, 2017 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•••••••• • C••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••••• • C••••••	Independent wealth	Jan 12, 2018	n/a	yes	VANCOUVER, WA	Current employment
A••••• W••••• A•••••••	Independent wealth	Feb 22, 2017	Mar 14, 2019	no	ANCHORAGE, AK

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• W••••• A•••••••	M•••••••• • C••••••	Mar 14, 2019	Jan 12, 2018	-426	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ M•••••••• • C••••••Registered adviserregistration: current employment
Jan 12, 2018 to presentfactForm ADV
→ A••••• W••••• A•••••••Registered adviserregistration: previous registration
Feb 22, 2017 to Mar 14, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:82732cfb-d628-dc18-f793-77cc01f7ff67
First observed: Feb 22, 2017
Last observed: Sep 14, 2026 7 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.