DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

K•••• B•••• R••••

Advisor at C•••••• W••••• L••

Cheshire, CT

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Search this name across graphsid dfx:ria:9311c343-c4a8-3b6f-0e1c-7e5a1d190a17

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 30, 2015 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: C•••••• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 30, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W••••• L••	State registered	Aug 19, 2024	n/a	yes	Cheshire, CT	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Apr 22, 2016	Aug 21, 2024	no	AVON, CT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	C•••••• W••••• L••	Aug 21, 2024	Aug 19, 2024	-2	Firm change	Ibd to state RIA
N•• A•••••• S•••••••• L••	K••••• A••••••• S•••••••• L••	Sep 22, 2016	Apr 22, 2016

Relationships

Registered with (4)

→ C•••••• W••••• L••Registered adviserregistration: current employment
Aug 19, 2024 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 22, 2016 to Aug 21, 2024factForm ADV
→ N•• A•••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 31, 2016 to Sep 22, 2016factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

Occurred
Aug 21, 2024
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9311c343-c4a8-3b6f-0e1c-7e5a1d190a17
First observed: Sep 30, 2015
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.