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K•••• F••••••••, INC., CRD 340891
BONITA, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-06-16 (filing); first seen by DFX 2026-09-15.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| B•••• A•••••••• K•••• | n/a | BONITA, CA | 0 | 23 | 3 | no |
| A•••••••• M•••••• W••••• | n/a | BONITA, CA | 0 | 12 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 0 | 3 | n/a | 0 | 0 | 0 | 3 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C••••• I••••••••• A••••••• L•• | 3 | Jun 16, 2026 | Apr 23, 2026 | BONITA, CA | Team lift out | Ibd to state RIA | 0.0% |
| 3 |
| no |
| B••••••• R••••• K•••• | Certified Financial Planner|Personal Financial Specialist | BONITA, CA | 0 | 13 | 3 | no |