DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

K•••••• P••• S••••••••

Advisor at E••••• P••••••••• A••••••• L•••••

BRIGHTON, MI

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Search this name across graphsid dfx:ria:bcf14b12-4eb1-e470-3907-96d70c39a1ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 3, 2017 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: E••••• P••••••••• A••••••• L•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••• P••••••••• A••••••• L•••••	State registered	Mar 21, 2019	n/a	yes	BRIGHTON, MI	Current employment
Q•••••• A•••• M••••••••• I•••	Former SEC adviser	May 3, 2017	Feb 14, 2019	no	BRIGHTON, MI\|MINNEAPOLIS, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Q•••••• A•••• M••••••••• I•••	E••••• P••••••••• A••••••• L•••••	Feb 14, 2019	Mar 21, 2019	35	Firm change	Ibd to state RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
133358:300658:MN:2019-02-14	Feb 14, 2019	Mar 21, 2019	MINNEAPOLIS, MN	Firm change

Relationships

Registered with (2)

→ E••••• P••••••••• A••••••• L•••••Registered adviserregistration: current employment
Mar 21, 2019 to presentfactForm ADV
→ Q•••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
May 3, 2017 to Feb 14, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bcf14b12-4eb1-e470-3907-96d70c39a1ed
First observed: May 3, 2017
Last observed: Sep 14, 2026 9 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.