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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

A••••• T• K•••••

Advisor at T• R••• P•••• A••••••• S•••••••• I•••

Owings Mills, MD

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Search this name across graphsid dfx:ria:e3928cba-2cfb-016f-4651-86aa8ec2a981

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 4, 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: T• R••• P•••• A••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom 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
T• R••• P•••• A••••••• S•••••••• I•••	Bd affiliated wealth	Feb 2, 2023	n/a	yes	Owings Mills, MD	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Dec 4, 2017	Jan 5, 2023	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
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	T• R••• P•••• A••••••• S•••••••• I•••	Jan 5, 2023	Feb 2, 2023	28	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ T• R••• P•••• A••••••• S•••••••• I•••Registered adviserregistration: current employment
Feb 2, 2023 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 4, 2017 to Jan 5, 2023factForm ADV

Dated events

Occurred
Jan 5, 2023
Advisor changed firm
A••••• T• K••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for T• R••• P•••• A••••••• S•••••••• I••• (registered 2023-02-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3928cba-2cfb-016f-4651-86aa8ec2a981
First observed: Dec 4, 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.