DFX Intelligence

T••••• W•••• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor43 years in industry

T••••• W•••• C•••••••

Advisor at K••• W••••• M•••••••••

FRESON, CA | OAKWOOD, OH

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Search this name across graphsid dfx:ria:833af400-5134-6537-6227-eb277647dcfd

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 8, 1997 to Sep 17, 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••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 11, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom 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••• W••••• M•••••••••	Independent wealth	Apr 7, 2020	n/a	yes	FRESON, CA\|OAKWOOD, OH	Current employment
K••••• A•••••••• I•••	Bd affiliated wealth	Jan 16, 2018	Apr 3, 2020	no	Fresno, CA\|FT. LAUDERDALE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A•••••••• I•••	K••• W••••• M•••••••••	Apr 3, 2020	Apr 7, 2020	4	Firm change	Ibd to RIA
L•• F•••••••• L••	K••••• A•••••••• I•••	Feb 15, 2018	Jan 16, 2018

Relationships

Registered with (4)

→ K••• W••••• M•••••••••Registered adviserregistration: current employment
Apr 7, 2020 to presentfactForm ADV
→ K••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 16, 2018 to Apr 3, 2020factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 11, 2014 to Feb 15, 2018factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:833af400-5134-6537-6227-eb277647dcfd
First observed: Jul 8, 1997
Last observed: Sep 17, 2026 6 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.