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K••• S•••••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

K••• S•••••• H••••••

Advisor at A•••••••• C•••••• M••••••••• L••

BOSTON, MA | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:8611c85f-dbcb-ad18-1d85-49e580265868

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 14, 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: A•••••••• C•••••• M••••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Feb 9, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••••••• C•••••• M••••••••• L••	Other adviser	Jul 30, 2018	n/a	yes	BOSTON, MA\|LOS ANGELES, CA	Current employment
I•••••• A•••••••• I•••	Asset manager	Jun 14, 2017	Aug 2, 2017	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••• A•••••••• I•••	A•••••••• C•••••• M••••••••• L••	Aug 2, 2017	Jul 30, 2018	362	Firm change	Other

Relationships

Registered with (2)

→ A•••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jul 30, 2018 to presentfactForm ADV
→ I•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 14, 2017 to Aug 2, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8611c85f-dbcb-ad18-1d85-49e580265868
First observed: Jun 14, 2017
Last observed: Sep 14, 2026 8 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.