DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

K••• W• M•••••••••

Advisor at K••••• • A•••••••••

ALTOONA, PA

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Search this name across graphsid dfx:ria:8e3d26d9-481a-f44a-490e-358c0aa37114

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 29, 2021 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: K••••• • A•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••• • A•••••••••	Independent wealth	Oct 1, 2022	n/a	yes	ALTOONA, PA	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Sep 29, 2021	Oct 10, 2022	no	ALTOONA, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	K••••• • A•••••••••	Oct 10, 2022	Oct 1, 2022	-9	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:322163:PA:2022-10-10	Oct 10, 2022	Oct 1, 2022	ALTOONA, PA	Firm change

Relationships

Registered with (2)

→ K••••• • A•••••••••Registered adviserregistration: current employment
Oct 1, 2022 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Sep 29, 2021 to Oct 10, 2022factForm ADV

Dated events

Occurred
Oct 10, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e3d26d9-481a-f44a-490e-358c0aa37114
First observed: Sep 29, 2021
Last observed: Sep 14, 2026 9 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.