T••• P•••••

Advisor at A••••••••• I••••••••• A•••••••

Nashville, IL

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:c871f5d6-a415-6585-1deb-145478a74e17

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 17, 2021 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: A••••••••• I••••••••• A•••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• I••••••••• A•••••••	Mixed wealth	Jul 31, 2024	n/a	yes	Nashville, IL	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Dec 17, 2021	Aug 2, 2024	no	Nashville, IL\|AUSTIN, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	A••••••••• I••••••••• A•••••••	Aug 2, 2024	Jul 31, 2024	-2	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
283330:309550:TX:2024-08-02	Aug 2, 2024	Jul 31, 2024	AUSTIN, TX	Firm change

Relationships

Registered with (2)

→ A••••••••• I••••••••• A•••••••Registered adviserregistration: current employment
Jul 31, 2024 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 17, 2021 to Aug 2, 2024factForm ADV

Dated events

Occurred
Aug 2, 2024
Advisor changed firm
T••• P••••• left K••••• A••••••• S•••••••• L•• for A••••••••• I••••••••• A••••••• (registered 2024-07-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c871f5d6-a415-6585-1deb-145478a74e17
First observed: Dec 17, 2021
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.