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M••• C•••••• W••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultant11 years in industry

M••• C•••••• W••••••••

Advisor at I• F•••••••• A••••••• S••••••• L••

CHARLOTTE, NC | Edmonds, WA

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Search this name across graphsid dfx:ria:b3276cec-ab3d-a4f5-a7bb-1ba0916aa039

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 13, 2015 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: I• F•••••••• A••••••• S••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
I• F•••••••• A••••••• S••••••• L••	Independent wealth	Dec 23, 2025	n/a	yes	CHARLOTTE, NC\|Edmonds, WA	Current employment
K•••••••• W••••• M••••••••• L••	Independent wealth	Feb 17, 2023	Feb 13, 2026	no	MOUNTLAKE TERRACE, WA\|GRANTS PASS, OR\|EDMONDS, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•••••••• W••••• M••••••••• L••	I• F•••••••• A••••••• S••••••• L••	Feb 13, 2026	Dec 23, 2025	-52	Firm change after gap	RIA to RIA
E••••• J••••	K•••••••• W••••• M••••••••• L••	Feb 23, 2023	Feb 17, 2023

Relationships

Registered with (3)

→ I• F•••••••• A••••••• S••••••• L••Registered adviserregistration: current employment
Dec 23, 2025 to presentfactForm ADV
→ K•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 17, 2023 to Feb 13, 2026factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Nov 13, 2015 to Feb 23, 2023factForm ADV

Dated events

Occurred
Feb 13, 2026
Advisor changed firm
M••• C•••••• W•••••••• left K•••••••• W••••• M••••••••• L•• for I• F•••••••• A••••••• S••••••• L•• (registered 2025-12-23)
Form ADVobserved 7 days ago
Occurred
Feb 23, 2023
Advisor changed firm
M••• C•••••• W•••••••• left E••••• J•••• for K•••••••• W••••• M••••••••• L•• (registered 2023-02-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3276cec-ab3d-a4f5-a7bb-1ba0916aa039
First observed: Nov 13, 2015
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.