DFX Intelligence
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Reading the graph
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Advisor at K••••• A•••••••• I•••
Jupiter, FL | FT. LAUDERDALE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| K••••• A•••••••• I••• | Bd affiliated wealth | Jun 22, 2026 | n/a | yes | FT. LAUDERDALE, FL|Jupiter, FL | Current employment |
| U•• F•••••••• S••••••• I••• | Wirehouse | Jan 30, 2015 | Jul 1, 2026 | no | McLean, VA|North Palm Beach, FL|PALM BEACH GARDENS, FL|Palm Beach Gardens, FL|PALM BEACH GARDENS, FL |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U•• F•••••••• S••••••• I••• | K••••• A•••••••• I••• | Jul 1, 2026 | Jun 22, 2026 | -9 | Firm change | Wirehouse to ibd |
| M••••• S•••••• | U•• F•••••••• S••••••• I••• | Feb 12, 2015 | Jan 30, 2015 |
| Previous registration |
| M••••• S•••••• | Wirehouse | Jun 1, 2009 | Feb 12, 2015 | no | WASHINGTON, DC | Previous registration |
| C•••••••• G••••• M•••••• I••• | Bd affiliated wealth | Jan 24, 2007 | Jun 1, 2009 | no | WASHINGTON, DC | Previous registration |
| A• G• E•••••• • S•••• I••• | n/a | Aug 2, 1999 | Dec 20, 2006 | no | WASHINGTON, DC|WASHINGTON, DC | Previous registration |
| -13 |
| Firm change |
| Wirehouse to wirehouse |
| C•••••••• G••••• M•••••• I••• | M••••• S•••••• | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| A• G• E•••••• • S•••• I••• | C•••••••• G••••• M•••••• I••• | Dec 20, 2006 | Jan 24, 2007 | 35 | Firm change | Other |