DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

K•••• B•••• P••••

Advisor at G••••••• A•••••••• L••

ARDEN HILLS, MN | Seymour, MO

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Search this name across graphsid dfx:ria:c13d8ce7-f048-82e7-31e7-47a9fe989285

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jun 24, 2025 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: G••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
G••••••• A•••••••• L••	Independent wealth	Sep 10, 2026	n/a	yes	Seymour, MO\|ARDEN HILLS, MN	Current employment
I•••••••• A•••••••• L••	Bd affiliated wealth	Feb 23, 2026	Sep 11, 2026	no	URBANDALE, IA\|Seymour, MO\|Seymour, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••••• A•••••••• L••	G••••••• A•••••••• L••	Sep 11, 2026	Sep 10, 2026	-1	Firm change	Ibd to RIA
L•• E••••••••• L••	I•••••••• A•••••••• L••	Feb 27, 2026	Feb 23, 2026

Relationships

Registered with (3)

→ G••••••• A•••••••• L••Registered adviserregistration: current employment
Sep 10, 2026 to presentfactForm ADV
→ I•••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 23, 2026 to Sep 11, 2026factForm ADV
→ L•• E••••••••• L••Registered adviserregistration: previous registration
Jun 24, 2025 to Feb 27, 2026factForm ADV

Dated events

Occurred
Sep 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Feb 27, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c13d8ce7-f048-82e7-31e7-47a9fe989285
First observed: Jun 24, 2025
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.