K•••• L• M•••••

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

CHAPEL HILL, NC

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:fc45a90f-ca0c-1171-9c36-82520df4830f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 13, 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: A••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 9, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W••••• M••••••••• L••	Independent wealth	Nov 20, 2019	n/a	yes	CHAPEL HILL, NC	Current employment
W•••• F•••• A•••••••	Wirehouse	Dec 13, 2010	Nov 25, 2019	no	CHAPEL HILL, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	A••••• W••••• M••••••••• L••	Nov 25, 2019	Nov 20, 2019	-5	Firm change	Wirehouse to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:304642:NC:2019-11-21	Nov 25, 2019	Nov 20, 2019	CHAPEL HILL, NC	Firm change

Relationships

Registered with (2)

→ A••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 20, 2019 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 13, 2010 to Nov 25, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc45a90f-ca0c-1171-9c36-82520df4830f
First observed: Dec 13, 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.