DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

K••• S•••• B••••••

Advisor at M••••• S••••••

Palm Beach, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 7, 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Sep 13, 2024	n/a	yes	Palm Beach, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Apr 12, 2022	Aug 26, 2024	no	DOYLESTOWN, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Aug 26, 2024	Sep 13, 2024	18	Firm change	Wirehouse to wirehouse
E•••••••• A•••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jan 31, 2022	Apr 12, 2022

Relationships

Registered with (3)

→ M••••• S••••••Registered adviserregistration: current employment
Sep 13, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 12, 2022 to Aug 26, 2024factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
May 7, 2021 to Jan 31, 2022factForm ADV

Dated events

Occurred
Aug 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 7, 2021
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.