DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

K••• M•••••• A••••

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

Troy, MI | KANSAS CITY, MO

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Search this name across graphsid dfx:ria:a982cc58-6bbd-544b-8032-f31872986bbf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 27, 2013 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••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 17, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• M••••••••• L••	Independent wealth	Apr 26, 2023	n/a	yes	Troy, MI\|KANSAS CITY, MO	Current employment
B••••• F•••••••• G••••	Former SEC adviser	Jul 14, 2017	Dec 7, 2023	no	Troy, MI\|LENEXA, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• F•••••••• G••••	M••••• W••••• M••••••••• L••	Dec 7, 2023	Apr 26, 2023	-225	Firm change after gap	RIA to RIA
O•••••• F•••••••• G••••• L••	B••••• F•••••••• G••••	Dec 14, 2017	Jul 14, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
152043:324624:KS:2023-12-07	Dec 7, 2023	Apr 26, 2023	LENEXA, KS	Firm change after gap
124565:152043:MI:2017-12-14	Dec 14, 2017	Jul 14, 2017	TROY, MI	Firm change after gap
29604:124565:MI:2017-06-26	Jun 26, 2017	Nov 1, 2016	TROY, MI	Firm change after gap

Relationships

Registered with (6)

→ M••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 26, 2023 to presentfactForm ADV
→ B••••• F•••••••• G••••Registered adviserregistration: previous registration
Jul 14, 2017 to Dec 7, 2023factForm ADV
→ O•••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Nov 1, 2016 to Dec 14, 2017factForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••

Dated events

Occurred
Dec 7, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a982cc58-6bbd-544b-8032-f31872986bbf
First observed: Aug 27, 2013
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.