K••• B••••

Advisor at M•••••• W••••• M••••••••• L•

Lisle, IL

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:fac81462-f6a8-f728-9136-4bbda60cbc3f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Feb 28, 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: M•••••• W••••• M••••••••• L•
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 27, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• W••••• M••••••••• L•	Independent wealth	Mar 11, 2026	n/a	yes	Lisle, IL	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Feb 18, 2025	Mar 9, 2026	no	Oglesby, IL\|FORT MILL, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	M•••••• W••••• M••••••••• L•	Mar 9, 2026	Mar 11, 2026	2	Firm change	Ibd to RIA
C•••••• G•••• • C• I••	L•• F•••••••• L••	Jan 21, 2025	Feb 18, 2025

Relationships

Registered with (8)

→ M•••••• W••••• M••••••••• L•Registered adviserregistration: current employment
Mar 11, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 18, 2025 to Mar 9, 2026factForm ADV
→ C•••••• G•••• • C• I••Registered adviserregistration: previous registration
May 9, 2023 to Jan 21, 2025factForm ADV
→ Q• A•••••••• L••

Dated events

Occurred
Mar 9, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 21, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 1, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fac81462-f6a8-f728-9136-4bbda60cbc3f
First observed: Feb 28, 2012
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.