K•••• L•• W••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Irwin, PA | New Cumberland, WV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c661f7b2-ecdc-3188-1c36-425e592210b5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 27, 2010 to Sep 15, 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 28, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Nov 12, 2025	n/a	yes	New Cumberland, WV\|Irwin, PA	Current employment
M••••••• C••••• W••••• S•••••••• I•••	Independent wealth	Jul 27, 2010	Jan 8, 2026	no	WHEELING, WV\|WEXFORD, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• C••••• W••••• S•••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jan 8, 2026	Nov 12, 2025	-57	Firm change after gap	RIA to ibd

Relationships

Registered with (2)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Nov 12, 2025 to presentfactForm ADV
→ M••••••• C••••• W••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 27, 2010 to Jan 8, 2026factForm ADV

Dated events

Occurred
Jan 8, 2026
Advisor changed firm
K•••• L•• W•••• left M••••••• C••••• W••••• S•••••••• I••• for C•••••••• I••••••••• R••••••• A•••••••• I••• (registered 2025-11-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c661f7b2-ecdc-3188-1c36-425e592210b5
First observed: Jul 27, 2010
Last observed: Sep 15, 2026 7 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.