DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

K•••••• M•••••• B••••••

Advisor at D••••••••• F••••••••• L••

MESA, AZ

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Search this name across graphsid dfx:ria:95619c0f-34fb-f3da-3889-ca340268add7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 22, 2018 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: D••••••••• F••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••••••• F••••••••• L••	Mixed wealth	Nov 3, 2023	n/a	yes	MESA, AZ	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Aug 29, 2022	Aug 28, 2023	no	Phoenix, AZ\|Gilbert, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	D••••••••• F••••••••• L••	Aug 28, 2023	Nov 3, 2023	67	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••• S••••• • C••• I•••	Jul 8, 2022	Aug 29, 2022

Relationships

Registered with (3)

→ D••••••••• F••••••••• L••Registered adviserregistration: current employment
Nov 3, 2023 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Aug 29, 2022 to Aug 28, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 22, 2018 to Jul 8, 2022factForm ADV

Dated events

Occurred
Aug 28, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 8, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95619c0f-34fb-f3da-3889-ca340268add7
First observed: Aug 22, 2018
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.