DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

K•••• T••••• G••••

Advisor at E••••••••• W••••• A•••••••• L••

Spokane, WA

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Search this name across graphsid dfx:ria:e65c5b1b-b762-b5a1-f28c-8136726d246b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 3, 2007 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: E••••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 4, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom 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
E••••••••• W••••• A•••••••• L••	Independent wealth	Apr 18, 2023	n/a	yes	Spokane, WA	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Sep 4, 2014	May 10, 2023	no	SPOKANE VALLEY, WA\|Spokane Valley, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	E••••••••• W••••• A•••••••• L••	May 10, 2023	Apr 18, 2023	-22	Firm change	Ibd to RIA
M•• I•••••••• S•••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Sep 15, 2014	Sep 4, 2014

Relationships

Registered with (4)

→ E••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Apr 18, 2023 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 4, 2014 to May 10, 2023factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 17, 2012 to Sep 15, 2014factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••

Dated events

Occurred
May 10, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e65c5b1b-b762-b5a1-f28c-8136726d246b
First observed: Jan 3, 2007
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.