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

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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

M••••• A•••••• A••••••

Advisor at K••••• A•••••••• I•••

Fort Lauderdale, FL | FT. LAUDERDALE, FL

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Search this name across graphsid dfx:ria:cd1a9c47-97d4-69e5-2169-24ee1dce0c68

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 1
Observed: May 10, 2002 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M••••• A•••••• A••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: K••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 27, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
K••••• A•••••••• I•••	Bd affiliated wealth	May 5, 2025	n/a	yes	FT. LAUDERDALE, FL\|Fort Lauderdale, FL	Current employment
B• R•••• W••••• A•••••••• I•••	Bd affiliated wealth	Mar 11, 2022	May 5, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B• R•••• W••••• A•••••••• I•••	K••••• A•••••••• I•••	May 5, 2025	May 5, 2025	0	Firm change	Ibd to ibd
B• R•••• W••••• M•••••••••	B• R•••• W••••• A•••••••• I•••	Dec 31, 2022

Relationships

Registered with (10)

→ K••••• A•••••••• I•••Registered adviserregistration: current employment
May 5, 2025 to presentfactForm ADV
→ B• R•••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 11, 2022 to May 5, 2025factForm ADV
→ B• R•••• W••••• M•••••••••Registered adviserregistration: previous registration
Mar 9, 2022 to Dec 31, 2022factForm ADV
→ S••••••••• A•••••• A•••••••• I•••

Dated events

Occurred
May 5, 2025
Advisor changed firm
M••••• A•••••• A•••••• left B• R•••• W••••• A•••••••• I••• for K••••• A•••••••• I••• (registered 2025-05-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cd1a9c47-97d4-69e5-2169-24ee1dce0c68
First observed: May 10, 2002
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.