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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

K•••• P••••••• K••••

Advisor at G••••• • C••••••

VENICE, FL | WESTBOROUGH, MA

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Search this name across graphsid dfx:ria:df3b9d40-a96a-bf53-f103-5e5aa5ded975

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 30, 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: G••••• • C••••••
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 1, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom 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
G••••• • C••••••	Independent wealth	Jan 27, 2021	n/a	yes	VENICE, FL\|WESTBOROUGH, MA	Current employment
F•••••••• N••••••••• I•••	Former SEC adviser	Jul 30, 2019	Nov 19, 2019	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
F•••••••• N••••••••• I•••	G••••• • C••••••	Nov 19, 2019	Jan 27, 2021	435	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ G••••• • C••••••Registered adviserregistration: current employment
Jan 27, 2021 to presentfactForm ADV
→ F•••••••• N••••••••• I•••Registered adviserregistration: previous registration
Jul 30, 2019 to Nov 19, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df3b9d40-a96a-bf53-f103-5e5aa5ded975
First observed: Jul 30, 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.