DFX Intelligence

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

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RIA / WealthAdvisor34 years in industry

M•••••• L•••• K••••

Advisor at K•••• I••••••••• M••••••••• L•••

Ambler, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 14, 2006 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•••• I••••••••• M••••••••• L•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 20, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 31derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••• I••••••••• M••••••••• L•••	State registered	Feb 10, 1995	n/a	yes	Ambler, PA	Current employment
S••••• I••••••••• A•••••••• L••	Bd affiliated wealth	Feb 14, 2006	Jun 14, 2013	no	JENKINTOWN, PA\|JENKINTOWN, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• I••••••••• A•••••••• L••	n/a	Jun 14, 2013	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ K•••• I••••••••• M••••••••• L•••Registered adviserregistration: current employment
Feb 10, 1995 to presentfactForm ADV
→ S••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 14, 2006 to Jun 14, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 14, 2006
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.