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

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RIA / WealthAdvisor12 years in industry

M•••••• C••••• H•••••••••

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

MEMPHIS, TN

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Search this name across graphsid dfx:ria:d95524a5-33c2-abd4-96c8-21a77c9a8694

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 29, 2014 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: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom 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	Jan 1, 2026	n/a	yes	MEMPHIS, TN	Current employment
K••••• W••••• M••••••••• L••	Independent wealth	Jun 19, 2017	Dec 31, 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
M••••• S••••••	K••••• W••••• M••••••••• L••	Jun 19, 2017	Jun 19, 2017	0	Firm change	Wirehouse to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:288229:TN:2017-06-19	Jun 19, 2017	Jun 19, 2017	MEMPHIS, TN	Firm change

Relationships

Registered with (2)

→ K••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 19, 2017 to Dec 31, 2018factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
May 29, 2014 to Jun 19, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d95524a5-33c2-abd4-96c8-21a77c9a8694
First observed: May 29, 2014
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.