DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor34 years in industry

A••••• K••• T••••••

Advisor at K•••••• I••••••••• M••••••••• I•••

Lehi, UT | LOS ANGELES, CA

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 17, 2005 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: K•••••• I••••••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 3, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom 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
K•••••• I••••••••• M••••••••• I•••	Independent wealth	Mar 17, 2025	n/a	yes	LOS ANGELES, CA\|Lehi, UT	Current employment
V••••• A•••• M•••••••••	Independent wealth	Nov 1, 2023	Feb 1, 2024	no	DURHAM, NC\|HIGHLAND, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• A•••• M•••••••••	K•••••• I••••••••• M••••••••• I•••	Feb 1, 2024	Mar 17, 2025	410	Firm change after gap	RIA to RIA
H••••• I••••••••• M••••••••• L••	V••••• A•••• M•••••••••	Sep 28, 2016	Nov 1, 2023

Relationships

Registered with (6)

→ K•••••• I••••••••• M••••••••• I•••Registered adviserregistration: current employment
Mar 17, 2025 to presentfactForm ADV
→ V••••• A•••• M•••••••••Registered adviserregistration: previous registration
Nov 1, 2023 to Feb 1, 2024factForm ADV
→ H••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 1, 2013 to Sep 28, 2016factForm ADV
→ G••••• S••••••••• I•••

Dated events

Order

Occurred
1 Feb 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 17, 2005
Last observed: Sep 14, 2026 10 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.