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RIA / WealthAdvisor22 years in industry

CHRISTIAAN JONAS GRAF

Advisor at KDK PRIVATE WEALTH MANAGEMENT

HOUSTON, TX

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Search this name across graphsid dfx:ria:e338858d-d99b-505f-5302-d556989738e0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 23, 2011 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: KDK PRIVATE WEALTH MANAGEMENT
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: Jun 24, 2004earliest 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: 3
Current registrations: 1
Registered states: 1
Exams: S66|S65|S63
First exam: Jun 24, 2004
First registration: Aug 23, 2011
Dual registered: no
Other names: CHRISTIAN J GRAF|CHRISTIAN JONAS GRAF
IAPD individual key: 2913161

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
KDK PRIVATE WEALTH MANAGEMENT	Independent wealth	Apr 6, 2021	n/a	yes	HOUSTON, TX	Current employment
MERCER GLOBAL ADVISORS INC.	Independent wealth	Apr 4, 2017	May 24, 2021	no	Houston, TX	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Aug 23, 2011	Jan 16, 2013	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
SANFORD C. BERNSTEIN & CO., LLC	Other adviser	Aug 23, 2011	Sep 16, 2011	no	HOUSTON, TX\|HOUSTON, TX	Previous registration

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
MERCER GLOBAL ADVISORS INC.	KDK PRIVATE WEALTH MANAGEMENT	May 24, 2021	Apr 6, 2021	-48	Firm change after gap	RIA to RIA
ALLIANCEBERNSTEIN L.P.	MERCER GLOBAL ADVISORS INC.	Jan 16, 2013	Apr 4, 2017	1,539	Firm change after gap	Other
SANFORD C. BERNSTEIN & CO., LLC	ALLIANCEBERNSTEIN L.P.	Sep 16, 2011	Aug 23, 2011	-24	Firm change	Other

Relationships

Registered with (4)

→ KDK PRIVATE WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 6, 2021 to presentfactForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Apr 4, 2017 to May 24, 2021factForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Aug 23, 2011 to Jan 16, 2013factForm ADV
→ SANFORD C. BERNSTEIN & CO., LLCRegistered adviserregistration: previous registration
Aug 23, 2011 to Sep 16, 2011factForm ADV

Dated events

No dated event names this entity yet.