DFX Intelligence

T••••• R•• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

T••••• R•• M••••••

Advisor at K••• C••••••• L••

CHAPIN, SC | JACKSONVILLE, FL

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Search this name across graphsid dfx:ria:a71232eb-2c71-6338-f274-2ef801adc583

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 16, 2019 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: K••• C••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••• C••••••• L••	Independent wealth	Apr 27, 2026	n/a	yes	JACKSONVILLE, FL\|CHAPIN, SC	Current employment
L••• P••••••• P•••••••• I•••	Independent wealth	Oct 18, 2024	Feb 27, 2026	no	JACKSONVILLE, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••• P••••••• P•••••••• I•••	K••• C••••••• L••	Feb 27, 2026	Apr 27, 2026	59	Firm change	RIA to RIA
V••••••• A•••••••• I•••	L••• P••••••• P•••••••• I•••	Feb 17, 2022	Oct 18, 2024

Relationships

Registered with (3)

→ K••• C••••••• L••Registered adviserregistration: current employment
Apr 27, 2026 to presentfactForm ADV
→ L••• P••••••• P•••••••• I•••Registered adviserregistration: previous registration
Oct 18, 2024 to Feb 27, 2026factForm ADV
→ V••••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 16, 2019 to Feb 17, 2022factForm ADV

Dated events

Occurred
Feb 27, 2026
Advisor changed firm
T••••• R•• M•••••• left L••• P••••••• P•••••••• I••• for K••• C••••••• L•• (registered 2026-04-27)
Form ADVobserved 7 days ago
Occurred
Feb 17, 2022
Advisor changed firm
T••••• R•• M•••••• left V••••••• A•••••••• I••• for L••• P••••••• P•••••••• I••• (registered 2024-10-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a71232eb-2c71-6338-f274-2ef801adc583
First observed: Aug 16, 2019
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.