C••••• K••••

Advisor at M••• W•••••

INDIANAPOLIS, IN | DENVER, CO

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Search this name across graphsid dfx:ria:dd3b8c2d-a9c3-64b7-6105-eb4066616cfe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 4, 2019 to Sep 15, 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•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• W•••••	Independent wealth	Apr 22, 2025	n/a	yes	DENVER, CO\|INDIANAPOLIS, IN	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Dec 10, 2020	Apr 30, 2025	no	FISHERS, IN\|FISHERS, IN\|FISHERS, IN\|WESTFIELD, IN\|FISHERS, IN\|NOBLESVILLE, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	M••• W•••••	Apr 30, 2025	Apr 22, 2025	-8	Firm change	Wirehouse to RIA
C•••••• S••••• • C••• I•••	J••• M••••• S••••••••• L••	Jan 12, 2021	Dec 10, 2020

Relationships

Registered with (3)

→ M••• W•••••Registered adviserregistration: current employment
Apr 22, 2025 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Dec 10, 2020 to Apr 30, 2025factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Mar 4, 2019 to Jan 12, 2021factForm ADV

Dated events

Occurred
Apr 30, 2025
Advisor changed firm
C••••• K•••• left J••• M••••• S••••••••• L•• for M••• W••••• (registered 2025-04-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dd3b8c2d-a9c3-64b7-6105-eb4066616cfe
First observed: Mar 4, 2019
Last observed: Sep 15, 2026 7 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.