DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

K••• L•• B••••••

Advisor at F••• F••••••••

SAINT LOUIS, MO

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Search this name across graphsid dfx:ria:9223c946-024c-dfc6-af78-3e0370042c79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 3, 2022 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: F••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
F••• F••••••••	Independent wealth	May 31, 2023	n/a	yes	SAINT LOUIS, MO	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Jan 3, 2022	Feb 19, 2024	no	Saint Louis, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	F••• F••••••••	Feb 19, 2024	May 31, 2023	-264	Firm change after gap	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
282580:324833:MO:2024-02-19	Feb 19, 2024	May 31, 2023	SAINT LOUIS, MO	Firm change after gap

Relationships

Registered with (2)

→ F••• F••••••••Registered adviserregistration: current employment
May 31, 2023 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 3, 2022 to Feb 19, 2024factForm ADV

Dated events

Occurred
Feb 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9223c946-024c-dfc6-af78-3e0370042c79
First observed: Jan 3, 2022
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.