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W••••• Q••••• L•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

W••••• Q••••• L•••

CRD 122416

PALMYRA, PA

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Search this name across graphsid dfx:ria:b6384392-f79f-1469-d2be-1bbfd1673e7f

Data as of Dec 19, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Dec 19, 2023 to Dec 19, 2023
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 25
CRD: 122416
Filings on the tape: 1

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
R••••• K•••••• P••••	Certified Financial Planner	PALMYRA, PA	30	31	n/a	no

Relationships

Registered with (1)

← R••••• K•••••• P••••Advisorregistration: current employment
Feb 28, 1996 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b6384392-f79f-1469-d2be-1bbfd1673e7f
First observed: Dec 19, 2023
Last observed: Dec 19, 2023 33 months ago
Source families: Federal regulator filings
3 registered feeds 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.