DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor19 years in industry

K•••• F• R•••••••

Advisor at Y••• I•• L••

Evansville, IN | ST. GEORGE, UT

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:d8d8e288-ad94-2310-8b8c-d7bc22014673

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jun 13, 2007 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: Y••• I•• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 13, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Y••• I•• L••	Independent wealth	Feb 18, 2026	n/a	yes	Evansville, IN\|ST. GEORGE, UT	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Sep 20, 2023	Jan 15, 2026	no	EVANSVILLE, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	Y••• I•• L••	Jan 15, 2026	Feb 18, 2026	34	Firm change	Other
C•••••••• I••••••••• R••••••• A•••••••• I•••	N••••••••• M••••• I••••••••• S•••••••••	Jul 26, 2023	Sep 20, 2023

Relationships

Registered with (5)

→ Y••• I•• L••Registered adviserregistration: current employment
Feb 18, 2026 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Sep 20, 2023 to Jan 15, 2026factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 7, 2023 to Jul 26, 2023factForm ADV
→ M•••••• A••••• S••••••••• L••

Dated events

Occurred
Jan 15, 2026
Advisor changed firm
K•••• F• R••••••• left N••••••••• M••••• I••••••••• S••••••••• for Y••• I•• L•• (registered 2026-02-18)
Form ADVobserved 7 days ago
Occurred
Jul 26, 2023
Advisor changed firm
K•••• F• R••••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for N••••••••• M••••• I••••••••• S••••••••• (registered 2023-09-20)
Form ADVobserved 7 days ago
Occurred
Nov 30, 2022
Advisor changed firm
K•••• F• R••••••• left M•••••• A••••• S••••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I••• (registered 2023-06-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8d8e288-ad94-2310-8b8c-d7bc22014673
First observed: Jun 13, 2007
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.