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.

Current firm

KCD FINANCIAL, INC.

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

Dec 10, 1991earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

8

Exams

S63|S65

First exam

Dec 10, 1991

First registration

Apr 29, 1998

Dual registered

yes, broker-dealer

Other names

MARIA PATRICIA BENJAMIN|PATTY TIPTON

IAPD individual key

1553466

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d650ce50-6a14-4f7a-7063-eacf9a4f1983

First observed

Apr 29, 1998

Last observed

Sep 15, 2026 4 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.