DFX Intelligence

A••••• K•••••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

A••••• K•••••• S•••••••

Advisor at K••••• W•••••• L••

WILLIAMSPORT, PA | Marietta, GA

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:9ac2b9d8-eb15-bc28-6179-ef938d80493a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Nov 21, 2017 to Sep 15, 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••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••• W•••••• L••	Independent wealth	Apr 30, 2026	n/a	yes	Marietta, GA\|WILLIAMSPORT, PA	Current employment
C••••••••• F•••••••• N••••••	National bd RIA	Apr 16, 2024	Apr 17, 2026	no	Warren, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	K••••• W•••••• L••	Apr 17, 2026	Apr 30, 2026	13	Firm change	Ibd to RIA
H•••••••• A•••••••• L••	C••••••••• F•••••••• N••••••	Jan 12, 2024	Apr 16, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
8032:299407:NJ:2026-04-16	Apr 17, 2026	Apr 30, 2026	WARREN, NJ	Firm change
305670:145323:GA:2021-12-10	Dec 10, 2021	Jan 4, 2022	ALPHARETTA, GA	Firm change

Relationships

Registered with (6)

→ K••••• W•••••• L••Registered adviserregistration: current employment
Apr 30, 2026 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Apr 16, 2024 to Apr 17, 2026factForm ADV
→ H•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 4, 2022 to Jan 12, 2024factForm ADV
→ B••••••• W••••• M••••••••• L••

Dated events

Occurred
Apr 17, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ac2b9d8-eb15-bc28-6179-ef938d80493a
First observed: Nov 21, 2017
Last observed: Sep 15, 2026 8 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.