DFX Intelligence

T••••• O••• W•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

T••••• O••• W•••

Advisor at P••••••• R••••••••• A•••••••

MCLEAN, VA

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Search this name across graphsid dfx:ria:9befbc6b-0f6d-9e99-edc9-ab9a61378894

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 17, 2009 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: P••••••• R••••••••• A•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jan 29, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• R••••••••• A•••••••	Institutional manager	Feb 3, 2025	n/a	yes	MCLEAN, VA	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Dec 5, 2018	Feb 7, 2023	no	Falls Church, VA\|AUSTIN, TX\|FALLS CHURCH, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	P••••••• R••••••••• A•••••••	Feb 7, 2023	Feb 3, 2025	727	Firm change after gap	Other
M••••• S••••••	K••••• A••••••• S•••••••• L••	Aug 16, 2012	Dec 5, 2018

Relationships

Registered with (4)

→ P••••••• R••••••••• A•••••••Registered adviserregistration: current employment
Feb 3, 2025 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 5, 2018 to Feb 7, 2023factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Sep 15, 2009 to Aug 16, 2012factForm ADV
→ E••••• J••••

Dated events

Occurred
Feb 7, 2023
Advisor changed firm
T••••• O••• W••• left K••••• A••••••• S•••••••• L•• for P••••••• R••••••••• A••••••• (registered 2025-02-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9befbc6b-0f6d-9e99-edc9-ab9a61378894
First observed: Feb 17, 2009
Last observed: Sep 14, 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.