K••• B•••• K•••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

SPRINGFIELD, MO

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:a0cc44ea-cbce-e758-b142-3b90df02c0f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2011 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: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Dec 17, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Sep 19, 2022	n/a	yes	SPRINGFIELD, MO	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Mar 20, 2019	Sep 23, 2022	no	SPRINGFIELD, MO\|BRANSON, MO\|BRANSON WEST, MO\|CARTHAGE, MO\|CRANE, MO\|GREENFIELD, MO\|JOPLIN, MO\|LEE'S SUMMIT, MO\|LOCKWOOD, MO\|MARSHFIELD, MO\|MT. VERNON, MO\|NIXA, MO\|OZARK, MO\|R•••S SPRING, MO\|SEDALIA, MO\|SPRINGFIELD, MO\|SPRINGFIELD, MO\|SPRINGFIELD, MO\|SPRINGFIELD, MO\|ST. LOUIS, MO\|STOCKTON, MO\|WICHITA, KS\|Springfield, MO\|PALATINE, IL\|ST. LOUIS, MO\|ST. PETERS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Sep 23, 2022	Sep 19, 2022	-4	Firm change	RIA to wirehouse
S•••••• F•••• I••••••••• G••••• I•••	L•• F•••••••• L••	Mar 25, 2019	Mar 20, 2019

Relationships

Registered with (5)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Sep 19, 2022 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Mar 20, 2019 to Sep 23, 2022factForm ADV
→ S•••••• F•••• I••••••••• G••••• I•••Registered adviserregistration: previous registration
Oct 8, 2015 to Mar 25, 2019factForm ADV
→ W•••••• • R•••

Dated events

Occurred
Sep 23, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0cc44ea-cbce-e758-b142-3b90df02c0f0
First observed: Dec 19, 2011
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.