DFX Intelligence

A•••• D•••• N••••••• F••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

A•••• D•••• N••••••• F••••

Advisor at K••• C••••••

KAILUA, HI

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Search this name across graphsid dfx:ria:83c559b1-0aed-6577-1450-3597d757466d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2016 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••••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Oct 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••• C••••••	Former SEC adviser	Apr 13, 2021	n/a	yes	KAILUA, HI	Current employment
F•••• C•••••• A••••••• S•••••••	Bd affiliated wealth	Mar 28, 2016	Feb 8, 2021	no	Aiea, HI\|FORT WORTH, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• C•••••• A••••••• S•••••••	K••• C••••••	Feb 8, 2021	Apr 13, 2021	64	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
281958:312316:TX:2021-02-08	Feb 8, 2021	Apr 13, 2021	FORT WORTH, TX	Firm change

Relationships

Registered with (2)

→ K••• C••••••Registered adviserregistration: current employment
Apr 13, 2021 to presentfactForm ADV
→ F•••• C•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Mar 28, 2016 to Feb 8, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:83c559b1-0aed-6577-1450-3597d757466d
First observed: Mar 28, 2016
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.