DFX Intelligence

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

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RIA / WealthAdvisorChartered Investment Counselor37 years in industry

B•••• R••••• K•••••

Advisor at K••••• I••••••••• I••

NORTHFIELD, IL

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Search this name across graphsid dfx:ria:e627259c-1415-efb8-0efb-2666a76b2d8a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 16, 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: K••••• I••••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••• I••••••••• I••	Independent wealth	Apr 11, 2023	n/a	yes	NORTHFIELD, IL	Current employment
K••••• I••••••••• I••	Independent wealth	Apr 11, 2023	Dec 31, 2025	no	NORTHFIELD, IL	Previous registration

Relationships

Registered with (1)

→ K••••• I••••••••• I••Registered adviserregistration: previous registration
Apr 11, 2023 to Dec 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e627259c-1415-efb8-0efb-2666a76b2d8a
First observed: Mar 16, 2021
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.