K••• L•• T•••••

Advisor at P•••••• • T••••• W••••• M•••••••••

SAN ANGELO, TX

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:ff3dd20b-1fcf-039a-365b-f271748e727b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 11, 2009 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: P•••••• • T••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••• • T••••• W••••• M•••••••••	Independent wealth	Mar 28, 2025	n/a	yes	SAN ANGELO, TX	Current employment
D••••• I••••••••• S•••••••• I•••	Former SEC adviser	Feb 11, 2009	Jun 17, 2025	no	SAN ANGELO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••• I••••••••• S•••••••• I•••	P•••••• • T••••• W••••• M•••••••••	Jun 17, 2025	Mar 28, 2025	-81	Firm change after gap	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
114196:335178:TX:2025-06-17	Jun 17, 2025	Mar 28, 2025	SAN ANGELO, TX	Firm change after gap

Relationships

Registered with (2)

→ P•••••• • T••••• W••••• M•••••••••Registered adviserregistration: current employment
Mar 28, 2025 to presentfactForm ADV
→ D••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 11, 2009 to Jun 17, 2025factForm ADV

Dated events

Occurred
Jun 17, 2025
Advisor changed firm
K••• L•• T••••• left D••••• I••••••••• S•••••••• I••• for P•••••• • T••••• W••••• M••••••••• (registered 2025-03-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ff3dd20b-1fcf-039a-365b-f271748e727b
First observed: Feb 11, 2009
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.