DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

K•••• L••• F••••••••

Advisor at D•••• • D•••••••• P•••••• I••••••••• C••••••• I•••

BLOOMFIELD HILLS, MI

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Search this name across graphsid dfx:ria:e4bb4357-f703-0964-6b98-5a0cbfde5e46

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 19, 2013 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•••• • D•••••••• P•••••• I••••••••• C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••• • D•••••••• P•••••• I••••••••• C••••••• I•••	Independent wealth	Apr 1, 2026	n/a	yes	BLOOMFIELD HILLS, MI	Current employment
Y••••• C•••••• M••••••••• L••	Asset manager	Dec 2, 2021	Nov 7, 2025	no	BLOOMFIELD HILLS, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Y••••• C•••••• M••••••••• L••	D•••• • D•••••••• P•••••• I••••••••• C••••••• I•••	Nov 7, 2025	Apr 1, 2026	145	Firm change	Other
W•••• A•••• M••••••••• I•••	Y••••• C•••••• M••••••••• L••	Nov 22, 2021	Dec 2, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
142108:312511:MI:2021-11-22	Nov 22, 2021	Dec 2, 2021	DETROIT, MI	Firm change

Relationships

Registered with (3)

→ D•••• • D•••••••• P•••••• I••••••••• C••••••• I•••Registered adviserregistration: current employment
Apr 1, 2026 to presentfactForm ADV
→ Y••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 2, 2021 to Nov 7, 2025factForm ADV
→ W•••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Jul 19, 2013 to Nov 22, 2021factForm ADV

Dated events

Occurred
Nov 7, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4bb4357-f703-0964-6b98-5a0cbfde5e46
First observed: Jul 19, 2013
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.