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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

K••••• R•• D••••••

Advisor at D•• A•••••• G••••• I•••

McMinnville, TN | LUTZ, FL

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Search this name across graphsid dfx:ria:e1e7e361-bc90-9f72-f8e0-93d76717239f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2017 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: D•• A•••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•• A•••••• G••••• I•••	Independent wealth	Jan 5, 2022	n/a	yes	McMinnville, TN\|LUTZ, FL	Current employment
C•••••• F•••••••• M••••••••• L••	Independent wealth	Apr 26, 2021	Dec 5, 2025	no	McMinnville, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• F•••••••• M••••••••• L••	D•• A•••••• G••••• I•••	Dec 5, 2025	Jan 5, 2022	-1,430	Firm change after gap	RIA to RIA
O•••• W•••••• I•••	C•••••• F•••••••• M••••••••• L••	Apr 3, 2019	Apr 26, 2021

Relationships

Registered with (3)

→ D•• A•••••• G••••• I•••Registered adviserregistration: current employment
Jan 5, 2022 to presentfactForm ADV
→ C•••••• F•••••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 26, 2021 to Dec 5, 2025factForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Dec 14, 2017 to Apr 3, 2019factForm ADV

Dated events

Occurred
Dec 5, 2025
A•••••• firm change
K••••• R•• D•••••• left C•••••• F•••••••• M••••••••• L•• for D•• A•••••• G••••• I••• (registered 2022-01-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e1e7e361-bc90-9f72-f8e0-93d76717239f
First observed: Dec 14, 2017
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.