DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

K•••• R•••••• I••••

Advisor at S••••• A••••••• W•••••• L••

DETROIT, MI

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Search this name across graphsid dfx:ria:ba6451ac-9dd4-5936-f997-71adb6939bef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 24, 2019 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: S••••• A••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 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
S••••• A••••••• W•••••• L••	Independent wealth	Apr 16, 2026	n/a	yes	DETROIT, MI	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Sep 21, 2023	Mar 17, 2026	no	NOVI, MI\|BIRMINGHAM, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	S••••• A••••••• W•••••• L••	Mar 17, 2026	Apr 16, 2026	30	Firm change	Ibd to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• • A••••••••• I•••	Sep 15, 2023	Sep 21, 2023

Relationships

Registered with (3)

→ S••••• A••••••• W•••••• L••Registered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Sep 21, 2023 to Mar 17, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 24, 2019 to Sep 15, 2023factForm ADV

Dated events

Occurred
Mar 17, 2026
Advisor changed firm
K•••• R•••••• I•••• left R•••••• J•••• • A••••••••• I••• for S••••• A••••••• W•••••• L•• (registered 2026-04-16)
Form ADVobserved 7 days ago
Occurred
Sep 15, 2023
Advisor changed firm
K•••• R•••••• I•••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•••••• J•••• • A••••••••• I••• (registered 2023-09-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ba6451ac-9dd4-5936-f997-71adb6939bef
First observed: Sep 24, 2019
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.