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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

A•• L•• G••••••

Advisor at K•••••••• W••••• M••••••••• L••

GRANTS PASS, OR | MONTROSE, CO

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Search this name across graphsid dfx:ria:d0a4a1b0-a4ec-8493-460a-10bd6415506e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 27, 2010 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••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom 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•••••••• W••••• M••••••••• L••	Independent wealth	Sep 13, 2018	n/a	yes	GRANTS PASS, OR\|MONTROSE, CO	Current employment
E••••• J••••	National bd RIA	Sep 27, 2010	Sep 19, 2018	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
E••••• J••••	K•••••••• W••••• M••••••••• L••	Sep 19, 2018	Sep 13, 2018	-6	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ K•••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Sep 13, 2018 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Sep 27, 2010 to Sep 19, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d0a4a1b0-a4ec-8493-460a-10bd6415506e
First observed: Sep 27, 2010
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.