DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

S••••• T••••

Advisor at K••••••

MANHATTAN BEACH, CA

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:fb3c6661-51a1-6e10-bc8d-6d85aef71698

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 2
Observed: Dec 2, 2024 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

S••••• T••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

S••••• T••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: K••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
K••••••	Independent wealth	Mar 11, 2026	n/a	yes	MANHATTAN BEACH, CA	Current employment
I•• A•••••••• I•••	Mixed wealth	Jun 9, 2025	Feb 2, 2026	no	DALLAS, TX\|Manhattan Beach, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•• A•••••••• I•••	K••••••	Feb 2, 2026	Mar 11, 2026	37	Firm change	RIA to RIA
M••••• L•••• W•••••	I•• A•••••••• I•••	Mar 26, 2025	Jun 9, 2025

Relationships

Registered with (3)

→ K••••••Registered adviserregistration: current employment
Mar 11, 2026 to presentfactForm ADV
→ I•• A•••••••• I•••Registered adviserregistration: previous registration
Jun 9, 2025 to Feb 2, 2026factForm ADV
→ M••••• L•••• W•••••Registered adviserregistration: previous registration
Dec 2, 2024 to Mar 26, 2025factForm ADV

Dated events

Occurred
Feb 2, 2026
Advisor changed firm
S••••• T•••• left I•• A•••••••• I••• for Kubence (registered 2026-03-11)
Form ADVobserved 7 days ago
Occurred
Mar 26, 2025
Advisor changed firm
S••••• T•••• left M••••• L•••• W••••• for I•• A•••••••• I••• (registered 2025-06-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb3c6661-51a1-6e10-bc8d-6d85aef71698
First observed: Dec 2, 2024
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.