DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

K••• M• A•••••••

Advisor at P••••••••• C•••••• A•••••••

Cumming, GA | WESTLAKE, OH

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Search this name across graphsid dfx:ria:88c2e8cd-0837-f034-6b6d-0e0b0e59a0b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Sep 15, 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: P••••••••• C•••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••• C•••••• A•••••••	Independent wealth	Jun 24, 2024	n/a	yes	Cumming, GA\|WESTLAKE, OH	Current employment
A•• F•••••••• A•••••••• L••	Independent wealth	Jan 26, 2022	Apr 4, 2023	no	Cumming, GA\|ROCKLEDGE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• A•• L••	A•• F•••••••• A•••••••• L••	Jun 17, 2024	Jan 26, 2022	-873	Firm change after gap	RIA to RIA
A•• F•••••••• A•••••••• L••	P••••••••• C•••••• A•••••••	Apr 4, 2023	Jun 24, 2024

Relationships

Registered with (5)

→ P••••••••• C•••••• A•••••••Registered adviserregistration: current employment
Jun 24, 2024 to presentfactForm ADV
→ S•••••• A•• L••Registered adviserregistration: previous registration
Jan 14, 2022 to Jun 17, 2024factForm ADV
→ A•• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 26, 2022 to Apr 4, 2023factForm ADV
→ A• W••••• M••••••••• L••

Dated events

Occurred
Jun 17, 2024
Advisor changed firm
K••• M• A••••••• left S•••••• A•• L•• for A•• F•••••••• A•••••••• L•• (registered 2022-01-26)
Form ADVobserved 7 days ago
Occurred
Apr 4, 2023
Advisor changed firm
K••• M• A••••••• left A•• F•••••••• A•••••••• L•• for P••••••••• C•••••• A••••••• (registered 2024-06-24)
Form ADVobserved 7 days ago
Occurred
Jan 19, 2022
Advisor changed firm
K••• M• A••••••• left A• W••••• M••••••••• L•• for S•••••• A•• L•• (registered 2022-01-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:88c2e8cd-0837-f034-6b6d-0e0b0e59a0b3
First observed: Sep 15, 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.