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B•••• G••••• M••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor28 years in industry

B•••• G••••• M••••••

Advisor at K•••••••• W••••• A•••••••• L••

Sugar Hill, NH

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Search this name across graphsid dfx:ria:c6d392da-8c04-90f7-b59b-f9b375a5f344

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 24, 2015 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•••••••• W••••• A•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 10, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••••••• W••••• A•••••••• L••	Bd affiliated wealth	Nov 13, 2018	n/a	yes	Sugar Hill, NH	Current employment
M•••••• W••••• M•••••••••	Independent wealth	Jul 24, 2015	Oct 25, 2018	no	LITTLETON, NH\|HANOVER, NH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• W••••• M•••••••••	K•••••••• W••••• A•••••••• L••	Oct 25, 2018	Nov 13, 2018	19	Firm change	RIA to RIA

Relationships

Registered with (2)

→ K•••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Nov 13, 2018 to presentfactForm ADV
→ M•••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jul 24, 2015 to Oct 25, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6d392da-8c04-90f7-b59b-f9b375a5f344
First observed: Jul 24, 2015
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.