DFX Intelligence

W•••••• S• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor38 years in industry

W•••••• S• M•••••

Advisor at K•• F••••••••• I•••

GREEN BAY, WI | BRADENTON, FL

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Search this name across graphsid dfx:ria:86195364-48cb-b707-7d0a-3ac499c6246e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 13, 2000 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•• F••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 16, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•• F••••••••• I•••	Independent wealth	Jul 30, 2026	n/a	yes	GREEN BAY, WI\|BRADENTON, FL\|GREEN BAY, WI	Current employment
C••• I••••••••• A•••••••• I•••	Independent wealth	Apr 6, 2020	Feb 25, 2026	no	MCDONOUGH, GA\|Osprey, FL\|BRADENTON, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• I••••••••• A•••••••• I•••	K•• F••••••••• I•••	Feb 25, 2026	Jul 30, 2026	155	Firm change	RIA to RIA
C••••• • A••••••••• I•••	C••• I••••••••• A•••••••• I•••	Feb 4, 2020	Apr 6, 2020

Relationships

Registered with (5)

→ K•• F••••••••• I•••Registered adviserregistration: current employment
Jul 30, 2026 to presentfactForm ADV
→ C••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 6, 2020 to Feb 25, 2026factForm ADV
→ C••••• • A••••••••• I•••Registered adviserregistration: previous registration
Jun 21, 2016 to Feb 4, 2020factForm ADV
→ I••••• F•••••••• C•••••••••

Dated events

Occurred
Feb 25, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:86195364-48cb-b707-7d0a-3ac499c6246e
First observed: Jul 13, 2000
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.