DFX Intelligence

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

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RIA / WealthAdvisor39 years in industry

E•••• B•••• F•••••

Advisor at K•••••••• W••••• M••••••••• L••

Myrtle Beach, SC | GRANTS PASS, OR

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Search this name across graphsid dfx:ria:a631b0e0-8381-90b8-be57-13359e75025a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 9, 2001 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: K•••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 18, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••••••• W••••• M••••••••• L••	Independent wealth	Dec 3, 2019	n/a	yes	GRANTS PASS, OR\|Myrtle Beach, SC	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 1, 2008	Dec 5, 2019	no	MYRTLE BEACH, SC\|MYRTLE BEACH, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	K•••••••• W••••• M••••••••• L••	Dec 5, 2019	Dec 3, 2019	-2	Firm change	Wirehouse to RIA
A• G• E•••••• • S•••• I•••	W•••• F•••• A•••••••	Jan 1, 2008	Jan 1, 2008

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:148107:SC:2019-12-05	Dec 5, 2019	Dec 3, 2019	MYRTLE BEACH, SC	Firm change

Relationships

Registered with (4)

→ K•••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Dec 3, 2019 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 1, 2008 to Dec 5, 2019factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration
Aug 24, 2004 to Jan 1, 2008factForm ADV
→ L••• M•••• W••• W•••••• I•••••••••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a631b0e0-8381-90b8-be57-13359e75025a
First observed: May 9, 2001
Last observed: Sep 14, 2026 9 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.