M••• K• M•••••

Advisor at S••••••• F•••••••• S•••••••• I•••

AKRON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ed904403-a08c-b678-2200-956bc972cd0e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 18, 1999 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: S••••••• F•••••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 3, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••• F•••••••• S•••••••• I•••	Independent wealth	Jun 10, 2020	n/a	yes	AKRON, OH	Current employment
W•••• F•••• A•••••••	Wirehouse	Aug 31, 2016	May 26, 2020	no	AKRON, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	S••••••• F•••••••• S•••••••• I•••	May 26, 2020	Jun 10, 2020	15	Firm change	Wirehouse to RIA
R••••• W• B•••• • C•• I•••••••••	W•••• F•••• A•••••••	Sep 1, 2016	Aug 31, 2016

Relationships

Registered with (3)

→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Jun 10, 2020 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 31, 2016 to May 26, 2020factForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Oct 12, 2004 to Sep 1, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed904403-a08c-b678-2200-956bc972cd0e
First observed: May 18, 1999
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.