DFX Intelligence

K••• N••• G•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

K••• N••• G•••••••

Advisor at E•••••• F•••••••• E••••••

FAIRFAX , VA | WESTFORD , MA

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Search this name across graphsid dfx:ria:de62f294-0a61-a653-bef0-f1a3be5346e9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 7, 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: E•••••• F•••••••• E••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F•••••••• E••••••	Independent wealth	Aug 20, 2026	n/a	yes	FAIRFAX , VA\|WESTFORD , MA	Current employment
C•••••• S••••• • C••• I•••	National bd RIA	Nov 8, 2019	Aug 19, 2026	no	Chestnut Hill, MA\|Burlington, MA\|Chestnut Hill, MA\|Chestnut Hill, MA\|Framingham, MA\|Framingham, MA\|Chestnut Hill, MA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• S••••• • C••• I•••	E•••••• F•••••••• E••••••	Aug 19, 2026	Aug 20, 2026	1	Firm change	Ibd to RIA
C••••••• S••••••••• I•••	C•••••• S••••• • C••• I•••	Oct 29, 2019	Nov 8, 2019

Relationships

Registered with (3)

→ E•••••• F•••••••• E••••••Registered adviserregistration: current employment
Aug 20, 2026 to presentfactForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Nov 8, 2019 to Aug 19, 2026factForm ADV
→ C••••••• S••••••••• I•••Registered adviserregistration: previous registration
Feb 7, 2019 to Oct 29, 2019factForm ADV

Dated events

Occurred
Aug 19, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de62f294-0a61-a653-bef0-f1a3be5346e9
First observed: Feb 7, 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.