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D••••• K••••• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

D••••• K••••• F•••••••

Advisor at T••••• W••••• C•••••••

Hauula, HI | SOUTH JORDAN, UT

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Search this name across graphsid dfx:ria:a37323f6-6645-c164-edbd-086492ba426e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 12, 2018 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: T••••• W••••• C•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• W••••• C•••••••	Independent wealth	Mar 4, 2024	n/a	yes	Hauula, HI\|SOUTH JORDAN, UT	Current employment
F•••••• F•••••••• C•••••••• L••	n/a	Sep 26, 2019	Oct 31, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••• F•••••••• C•••••••• L••	T••••• W••••• C•••••••	Oct 31, 2025	Mar 4, 2024	-606	Firm change after gap	Other
P••• I••••••••• C•••••••• L••	F•••••• F•••••••• C•••••••• L••	Sep 25, 2019

Relationships

Registered with (4)

→ T••••• W••••• C•••••••Registered adviserregistration: current employment
Mar 4, 2024 to presentfactForm ADV
→ F•••••• F•••••••• C•••••••• L••Registered adviserregistration: previous registration
Sep 26, 2019 to Oct 31, 2025factForm ADV
→ P••• I••••••••• C•••••••• L••Registered adviserregistration: previous registration
Jul 27, 2018 to Sep 25, 2019factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Oct 31, 2025
Advisor changed firm
D••••• K••••• F••••••• left F•••••• F•••••••• C•••••••• L•• for T••••• W••••• C••••••• (registered 2024-03-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a37323f6-6645-c164-edbd-086492ba426e
First observed: Jun 12, 2018
Last observed: Sep 15, 2026 7 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.