DFX Intelligence

T•• K•••••• C••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

T•• K•••••• C••••••• L••

CRD 124779

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Search this name across graphsid dfx:ria:c34cd64e-9485-0f60-b362-069038842b88

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2026 to Sep 1, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $58.1M••• Locked
Discretionary RAUM: $0
Private client RAUM: $58.1Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2
Offices

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
E•••• W• K••••••	Certified Financial Planner	Oakton, VA	1	23	1	no
P•••••• T•••••• K••••••	n/a	Vienna, VA \| OAKTON, VA	0	26

Relationships

Registered with (2)

← P•••••• T•••••• K••••••Advisorregistration: current employment
Jul 27, 2026 to presentfactForm ADV
← E•••• W• K••••••Advisorregistration: previous registration
Feb 20, 2003 to Dec 31, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c34cd64e-9485-0f60-b362-069038842b88
First observed: Sep 1, 2026
Last observed: Sep 1, 2026 22 days ago
Source families: Federal regulator filings
3 registered feeds 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.