DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

K••• M•••• R•••••••••

Advisor at C••••••••• F•••••••• M••••••••• C••••

BEAVERTON, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e27723a6-0096-7d76-1e94-611b1d80491d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 19, 2021 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: C••••••••• F•••••••• M••••••••• C••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Jul 11, 2024	n/a	yes	BEAVERTON, OR\|BEAVERTON, OR	Current employment
C••••••••• F•••••••• M••••••••• C••••	State registered	Jan 16, 2009	n/a	yes	BEAVERTON, OR	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• S•••• W••••• M••••••••• L••	L•• F•••••••• L••	Jul 10, 2024	Jul 11, 2024	1	Firm change	RIA to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
167995:6413:WY:2024-07-10	Jul 10, 2024	Jul 11, 2024	POWELL, WY	Firm change

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Jul 11, 2024 to presentfactForm ADV
→ C••••••••• F•••••••• M••••••••• C••••Registered adviserregistration: current employment
Jan 16, 2009 to presentfactForm ADV
→ G••••• S•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 19, 2021 to Jul 10, 2024factForm ADV

Dated events

Occurred
Jul 10, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e27723a6-0096-7d76-1e94-611b1d80491d
First observed: Jan 19, 2021
Last observed: Sep 14, 2026 9 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.