DFX Intelligence

K•••• R• T••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor18 years in industry

K•••• R• T••••••

Advisor at M••••• W••••• A•••••••

AUSTIN, TX

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:8fc9dcbd-5aed-d832-205f-f1e37af03bb8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2010 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: M••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 17, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• A•••••••	Independent wealth	Sep 27, 2022	n/a	yes	AUSTIN, TX	Current employment
D••••••••• F••• A••••••• L•	Asset manager	Apr 2, 2015	Sep 8, 2022	no	AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••••••• F••• A••••••• L•	M••••• W••••• A•••••••	Sep 8, 2022	Sep 27, 2022	19	Firm change	Other
B•••••••• I••••••••• M••••••••• L••	D••••••••• F••• A••••••• L•	Mar 10, 2015	Apr 2, 2015

Relationships

Registered with (3)

→ M••••• W••••• A•••••••Registered adviserregistration: current employment
Sep 27, 2022 to presentfactForm ADV
→ D••••••••• F••• A••••••• L•Registered adviserregistration: previous registration
Apr 2, 2015 to Sep 8, 2022factForm ADV
→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 14, 2010 to Mar 10, 2015factForm ADV

Dated events

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

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8fc9dcbd-5aed-d832-205f-f1e37af03bb8
First observed: Dec 14, 2010
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.