DFX Intelligence

C••• W• G••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

C••• W• G••••••••

Advisor at K•••••••• W••••• A•••••••

PITTSFORD, NY

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Search this name across graphsid dfx:ria:f37ede46-1985-c9ec-8517-b2557d3c26a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 2, 2002 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•••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2002earliest 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K•••••••• W••••• A•••••••	Independent wealth	Sep 3, 2023	n/a	yes	PITTSFORD, NY	Current employment
T••••••••• W••••• A•••••••	Former SEC adviser	Jun 18, 2021	Sep 6, 2023	no	BEACHWOOD, OH\|Pittsford, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• W••••• A•••••••	K•••••••• W••••• A•••••••	Sep 6, 2023	Sep 3, 2023	-3	Firm change	RIA to new firm
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	T••••••••• W••••• A•••••••	Jun 21, 2021	Jun 18, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
305145:327022:NY:2023-09-06	Sep 6, 2023	Sep 3, 2023	PITTSFORD, NY	Firm change
7691:305145:NY:2021-06-21	Jun 21, 2021	Jun 18, 2021	PITTSFORD, NY	Firm change

Relationships

Registered with (3)

→ K•••••••• W••••• A•••••••Registered adviserregistration: current employment
Sep 3, 2023 to presentfactForm ADV
→ T••••••••• W••••• A•••••••Registered adviserregistration: previous registration
Jun 18, 2021 to Sep 6, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 2, 2002 to Jun 21, 2021factForm ADV

Dated events

Occurred
Sep 6, 2023
Advisor changed firm
C••• W• G•••••••• left T••••••••• W••••• A••••••• for K•••••••• W••••• A••••••• (registered 2023-09-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f37ede46-1985-c9ec-8517-b2557d3c26a1
First observed: Oct 2, 2002
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.