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R•••••• M••• K•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorPersonal Financial Specialist44 years in industry

R•••••• M••• K•••••••••

Advisor at K••• P•••••••• L•••

MANSFIELD, OH | TIERRA VERDE, FL

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Search this name across graphsid dfx:ria:f4f837c8-861d-5f0c-fcaa-fe32b86e4c9c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 8, 2010 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••• P•••••••• L•••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 26derivedfrom the current registration's begin date
Prior firms: 1

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• A••••••• S•••••••• L••	State registered	May 22, 2019	n/a	yes	TIERRA VERDE, FL	Current employment
K••• P•••••••• L•••	State registered	Mar 6, 2000	n/a	yes	MANSFIELD, OH

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• F••••••••• L••	P••••••• A••••••• S•••••••• L••	May 17, 2019	May 22, 2019	5	Firm change	Other

Relationships

Registered with (3)

→ P••••••• A••••••• S•••••••• L••Registered adviserregistration: current employment
May 22, 2019 to presentfactForm ADV
→ K••• P•••••••• L•••Registered adviserregistration: current employment
Mar 6, 2000 to presentfactForm ADV
→ E••••• F••••••••• L••Registered adviserregistration: previous registration
Jun 8, 2010 to May 17, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4f837c8-861d-5f0c-fcaa-fe32b86e4c9c
First observed: Jun 8, 2010
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.