W•••••• K••

Advisor at W••••• A•••••••• L••

ORINDA, CA

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Search this name across graphsid dfx:ria:c4774b22-8558-5aa1-120d-6df2362b4762

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 29, 2006 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: W••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Aug 29, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom 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
W••••• A•••••••• L••	Other adviser	Feb 11, 2026	n/a	yes	ORINDA, CA	Current employment
W••••• A•••••••• L••	n/a	Jun 30, 2008	Oct 21, 2008	no	OAKLAND, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• A•••••••• L••	W••••• A•••••••• L••	Oct 21, 2008	Feb 11, 2026	6,322	Firm change after gap	Other
W•••••• • R•••	W••••• A•••••••• L••	Apr 22, 2008	Jun 30, 2008

Relationships

Registered with (3)

→ W••••• A•••••••• L••Registered adviserregistration: current employment
Feb 11, 2026 to presentfactForm ADV
→ W••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 30, 2008 to Oct 21, 2008factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Jun 29, 2006 to Apr 22, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4774b22-8558-5aa1-120d-6df2362b4762
First observed: Jun 29, 2006
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.