DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

C•••• R••• C•••••••••

Advisor at K•••• A••••••• R•••••• I••••••••• M••••••••• L••

LOS ANGELES, CA | Rimersburg, PA

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:951ba900-0af2-a884-06f8-1129b9484668

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Sep 9, 2014 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•••• A••••••• R•••••• I••••••••• M••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Apr 18, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••• A••••••• R•••••• I••••••••• M••••••••• L••	Mixed wealth	Dec 16, 2025	n/a	yes	LOS ANGELES, CA\|Rimersburg, PA	Current employment
G••• I••••••••• M••••••••• L••	Independent wealth	Jan 9, 2024	Sep 15, 2025	no	BOSTON, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••• I••••••••• M••••••••• L••	K•••• A••••••• R•••••• I••••••••• M••••••••• L••	Sep 15, 2025	Dec 16, 2025	92	Firm change	Other
M••••• G••••• A••••••• I•••	G••• I••••••••• M••••••••• L••	Sep 21, 2023	Jan 9, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
7870:111514:FL:2019-05-02	May 2, 2019	Jan 18, 2017	NAPLES, FL	Firm change after gap

Relationships

Registered with (8)

→ K•••• A••••••• R•••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Dec 16, 2025 to presentfactForm ADV
→ G••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 9, 2024 to Sep 15, 2025factForm ADV
→ M••••• G••••• A••••••• I•••Registered adviserregistration: previous registration
Oct 12, 2021 to Sep 21, 2023factForm ADV
→ F••••• I•••••••••

Dated events

Occurred
Sep 15, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 21, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:951ba900-0af2-a884-06f8-1129b9484668
First observed: Sep 9, 2014
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.