M••• K• A•••••

Advisor at L•••

LOS ANGELES, CA | Scottsdale, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:afb31b1e-487c-fa27-c447-ee1836464882

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 4, 2012 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•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 5, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••	Independent wealth	Jun 13, 2025	n/a	yes	LOS ANGELES, CA\|Scottsdale, AZ	Current employment
C••••••••• F••••••••	Former SEC adviser	Jan 5, 2021	Jun 16, 2025	no	SCOTTSDALE, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F••••••••	L•••	Jun 16, 2025	Jun 13, 2025	-3	Firm change	RIA to RIA
H•••••• I••••••••• I•••	C••••••••• F••••••••	Jun 24, 2019	Jan 5, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
143442:269866:AZ:2025-06-16	Jun 16, 2025	Jun 13, 2025	SCOTTSDALE, AZ	Firm change
134139:19258:AZ:2018-01-22	Jan 22, 2018	Feb 12, 2018	SCOTTSDALE, AZ	Firm change

Relationships

Registered with (6)

→ L•••Registered adviserregistration: current employment
Jun 13, 2025 to presentfactForm ADV
→ C••••••••• F••••••••Registered adviserregistration: previous registration
Jan 5, 2021 to Jun 16, 2025factForm ADV
→ H•••••• I••••••••• I•••Registered adviserregistration: previous registration
Feb 12, 2018 to Jun 24, 2019factForm ADV
→ I••••••••• W••••• M••••••••• L••

Dated events

Occurred
Jun 16, 2025
Advisor changed firm
M••• K• A••••• left C••••••••• F•••••••• for Lido (registered 2025-06-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:afb31b1e-487c-fa27-c447-ee1836464882
First observed: Dec 4, 2012
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.