DFX Intelligence

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

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RIA / WealthAdvisor31 years in industry

C••••••••• J••• K•••••••••

Advisor at K••• C•••••• M•••••••••

SAGINAW, MI

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Search this name across graphsid dfx:ria:c1e6ac64-69ba-d5bd-19b6-f306c1974c5e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 22, 2002 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••• C•••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 12, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom 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
K••• C•••••• M•••••••••	State registered	Nov 17, 2025	n/a	yes	SAGINAW, MI	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Jul 2, 2004	Dec 31, 2007	no	Troy, MI\|GRAND BLANC, MI\|WEEHAWKEN, NJ\|SAGINAW, MI\|SAGINAW, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	K••• C•••••• M•••••••••	Dec 31, 2007	Nov 17, 2025	6,531	Firm change after gap	Wirehouse to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	U•• F•••••••• S••••••• I•••	Jul 7, 2004	Jul 2, 2004

Relationships

Registered with (3)

→ K••• C•••••• M•••••••••Registered adviserregistration: current employment
Nov 17, 2025 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Jul 2, 2004 to Dec 31, 2007factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 22, 2002 to Jul 7, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c1e6ac64-69ba-d5bd-19b6-f306c1974c5e
First observed: May 22, 2002
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.