DFX Intelligence

M••••• T••• O••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor30 years in industry

M••••• T••• O••••

Advisor at K••••••••• W••••• M••••••••• I•••

LAS VEGAS, NV | Fullerton, CA

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Search this name across graphsid dfx:ria:8a26c382-7c45-8771-266c-bcd6e8cac39c

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

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Mar 14, 2001 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

M••••• T••• O••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: K••••••••• W••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 26, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••••••• W••••• M••••••••• I•••	Independent wealth	Oct 1, 2012	n/a	yes	LAS VEGAS, NV\|Fullerton, CA	Current employment
K••••••••• P•••••• W••••• M••••••••• I•••	n/a	Feb 10, 2010	Dec 31, 2010	no	FULLERTON, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••••••• P•••••• W••••• M••••••••• I•••	K••••••••• W••••• M••••••••• I•••	Dec 31, 2010	Oct 1, 2012	640	Firm change after gap	Other
B••• O• A•••••• I••••••••• S•••••••• I•••	K••••••••• P•••••• W••••• M••••••••• I•••	Apr 28, 2009

Relationships

Registered with (4)

→ K••••••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Oct 1, 2012 to presentfactForm ADV
→ K••••••••• P•••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 10, 2010 to Dec 31, 2010factForm ADV
→ B••• O• A•••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 14, 2004 to Apr 28, 2009factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a26c382-7c45-8771-266c-bcd6e8cac39c
First observed: Mar 14, 2001
Last observed: Sep 15, 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.