DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

K•••• E••• B•••••

Advisor at E•••••• F••••••••

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:f282efa4-6842-62d5-3f94-d31184827761

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 25, 2012 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•••••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 8, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••• F••••••••	State registered	Jul 23, 2015	n/a	yes	SCOTTSDALE, AZ	Current employment
E•••••• F••••••••	State registered	Jul 23, 2015	Dec 31, 2015	no	SCOTTSDALE, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••• R••••••••• P••• A••••••• S•••••••	E•••••• F••••••••	Jul 25, 2014	Jul 23, 2015	363	Firm change	Other

Relationships

Registered with (2)

→ E•••••• F••••••••Registered adviserregistration: previous registration
Jul 23, 2015 to Dec 31, 2015factForm ADV
→ C••• R••••••••• P••• A••••••• S•••••••Registered adviserregistration: previous registration
May 25, 2012 to Jul 25, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f282efa4-6842-62d5-3f94-d31184827761
First observed: May 25, 2012
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.