DFX Intelligence

D••••• R••• K•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

D••••• R••• K•••••

Advisor at M••••• W••••• L••

CHANDLER, AZ

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Search this name across graphsid dfx:ria:d1708ea8-1fb1-9cfc-e4ce-e8b8a09c14f4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 23, 2017 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: M••••• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• L••	State registered	May 30, 2024	n/a	yes	CHANDLER, AZ	Current employment
T•••• W•••••	Independent wealth	Sep 30, 2022	Jun 3, 2024	no	HIGH POINT, NC\|GILBERT, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• W•••••	M••••• W••••• L••	Jun 3, 2024	May 30, 2024	-4	Firm change	RIA to state RIA
P•••••••• A•••••••	T•••• W•••••	Sep 19, 2022	Sep 30, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
10111:320643:AZ:2022-09-19	Sep 19, 2022	Sep 30, 2022	GILBERT, AZ	Firm change

Relationships

Registered with (3)

→ M••••• W••••• L••Registered adviserregistration: current employment
May 30, 2024 to presentfactForm ADV
→ T•••• W•••••Registered adviserregistration: previous registration
Sep 30, 2022 to Jun 3, 2024factForm ADV
→ P•••••••• A•••••••Registered adviserregistration: previous registration
Jan 23, 2017 to Sep 19, 2022factForm ADV

Dated events

Occurred
Jun 3, 2024
Advisor changed firm
D••••• R••• K••••• left T•••• W••••• for M••••• W••••• L•• (registered 2024-05-30)
Form ADVobserved 7 days ago
Occurred
Sep 19, 2022
Advisor changed firm
D••••• R••• K••••• left P•••••••• A••••••• for T•••• W••••• (registered 2022-09-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1708ea8-1fb1-9cfc-e4ce-e8b8a09c14f4
First observed: Jan 23, 2017
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.