DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

K•••• E••• E••••••

Advisor at R••••• W• B•••• • C•• I•••••••••

West Palm Beach, FL

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Search this name across graphsid dfx:ria:b9022e47-66f9-f55e-96d0-8d4dc3d5972f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 5, 1994 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: R••••• W• B•••• • C•• I•••••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Oct 5, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Dec 2, 2016	n/a	yes	West Palm Beach, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 1, 2008	Dec 5, 2016	no	PALM BEACH, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	R••••• W• B•••• • C•• I•••••••••	Dec 5, 2016	Dec 2, 2016	-3	Firm change	Other
A• G• E•••••• • S•••• I•••	W•••• F•••• A•••••••	Jan 1, 2008	Jan 1, 2008

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:8158:FL:2016-12-05	Dec 5, 2016	Dec 2, 2016	PALM BEACH, FL	Firm change

Relationships

Registered with (3)

→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: current employment
Dec 2, 2016 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 1, 2008 to Dec 5, 2016factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration
Oct 5, 1994 to Jan 1, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9022e47-66f9-f55e-96d0-8d4dc3d5972f
First observed: Oct 5, 1994
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.