DFX Intelligence

K•••• W•••••• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

K•••• W•••••• B•••

Advisor at W•••• F•••• A•••••••

LEE SUMMIT, MO | ST. LOUIS, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8c106226-30aa-02b0-cf71-60c47be19696

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 14, 2000 to Sep 15, 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Feb 11, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom 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
W•••• F•••• A•••••••	Wirehouse	Jun 11, 2026	n/a	yes	LEE SUMMIT, MO\|ST. LOUIS, MO	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 1, 2008	Jun 11, 2026	no	LEES SUMMIT, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Jun 11, 2026	Jun 11, 2026	0	Channel change	Wirehouse to wirehouse
A• G• E•••••• • S•••• I•••	W•••• F•••• A•••••••	Jan 1, 2008	Jan 1, 2008

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:11025:MO:2026-06-08	Jun 11, 2026	Jun 11, 2026	LEES SUMMIT, MO	Firm change

Relationships

Registered with (5)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jun 11, 2026 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 1, 2008 to Jun 11, 2026factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration
May 25, 2007 to Jan 1, 2008factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c106226-30aa-02b0-cf71-60c47be19696
First observed: Mar 14, 2000
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.