DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

K•••• K•• B•••••••

Advisor at L••••••• A•••••••

OMAHA, NE | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:a50f8a16-4118-35ec-86bb-f61b72864049

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 1, 2002 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: L••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 21, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••••• A•••••••	Independent wealth	May 31, 2023	n/a	yes	OVERLAND PARK, KS\|OMAHA, NE	Current employment
C•••••••• A••••••• I••	Independent wealth	Jan 9, 2004	Apr 4, 2023	no	OMAHA, NE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• A••••••• I••	L••••••• A•••••••	Apr 4, 2023	May 31, 2023	57	Firm change	RIA to RIA
C•••••• S••••• • C••• I•••	C•••••••• A••••••• I••	Dec 5, 2003	Jan 9, 2004

Relationships

Registered with (3)

→ L••••••• A•••••••Registered adviserregistration: current employment
May 31, 2023 to presentfactForm ADV
→ C•••••••• A••••••• I••Registered adviserregistration: previous registration
Jan 9, 2004 to Apr 4, 2023factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Jan 1, 2002 to Dec 5, 2003factForm ADV

Dated events

Occurred
Apr 4, 2023
Advisor changed firm
K•••• K•• B••••••• left C•••••••• A••••••• I•• for L••••••• A••••••• (registered 2023-05-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a50f8a16-4118-35ec-86bb-f61b72864049
First observed: Jan 1, 2002
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.