DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

L••••••• M•••••• K••••

Advisor at K•••• C•••••• A•••• M•••••••••

••• Locked

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Search this name across graphsid dfx:ria:8d30d946-85b4-e0b9-71ca-124aa4ea3620

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 29, 2007 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: K•••• C•••••• A•••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 27, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••• C•••••• A•••• M•••••••••	Independent wealth	Jul 20, 2010	n/a	yes	WEST CONSHOHOCKEN, PA\|Wynnewood, PA\|MICKLETON, NJ	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jun 29, 2007	Jul 22, 2010	no	PHILADELPHIA, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	K•••• C•••••• A•••• M•••••••••	Jul 22, 2010	Jul 20, 2010	-2	Firm change	Other

Relationships

Registered with (2)

→ K•••• C•••••• A•••• M•••••••••Registered adviserregistration: current employment
Jul 20, 2010 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 29, 2007 to Jul 22, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d30d946-85b4-e0b9-71ca-124aa4ea3620
First observed: Jun 29, 2007
Last observed: Sep 15, 2026 7 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.