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

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RIA / WealthAdvisor24 years in industry

K•••••••• L•• H••••• M•••••

Advisor at F••••• W•••• F••••••• I•••

VENICE, FL

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Search this name across graphsid dfx:ria:88346613-ee63-03c3-cd0e-0e7ab3a7504c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 5, 2015 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: F••••• W•••• F••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• W•••• F••••••• I•••	State registered	Jun 21, 2018	n/a	yes	VENICE, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Nov 19, 2015	Mar 8, 2017	no	VENICE, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	F••••• W•••• F••••••• I•••	Mar 8, 2017	Jun 21, 2018	470	Firm change after gap	Wirehouse to state RIA
E••••• J••••	W•••• F•••• A•••••••	Nov 18, 2015	Nov 19, 2015

Relationships

Registered with (3)

→ F••••• W•••• F••••••• I•••Registered adviserregistration: current employment
Jun 21, 2018 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Nov 19, 2015 to Mar 8, 2017factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jan 5, 2015 to Nov 18, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:88346613-ee63-03c3-cd0e-0e7ab3a7504c
First observed: Jan 5, 2015
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.