DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

D•••• M•••••• K••••

G••••••• P•••••••• L••institutionalWexford, PaIA-onlyIAPD 4055623

Feed of 09/14/2026

Also filed as D•••• K••••

At current firm

7 y

since Aug 21, 2019

In the industry

23 y

since Sep 4, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

G••••••• P•••••••• L•• institutional current
since Aug 21, 2019 · Wexford, Pa
A••••• M••••••••• P•••••••• I••• former
Mar 22, 2018 to Apr 9, 2020 · Valencia, Pa
K•••• C••••••• L•• unclassified
Jun 24, 2010 to Dec 31, 2017 · Pittsburgh, Pa
K•••• C••••••• L•• unclassified
Jun 24, 2010 to Sep 4, 2018 · Pittsburgh, Pa
K•••• W••••• M••••••••• unclassified
May 11, 2005 to Sep 17, 2007 · Pittsburgh, Pa
E•••••• P•••• A••••••• I••• unclassified
Sep 4, 2003 to Dec 3, 2003

Moves

a registration end followed by a registration begin elsewhere

A••••• M••••••••• P•••••••• I••• to G••••••• P•••••••• L••
left Apr 9, 2020, registered Aug 21, 2019 (-232 days) · Other · moved with a team
K•••• C••••••• L•• to A••••• M••••••••• P•••••••• I•••
left Sep 4, 2018, registered Mar 22, 2018 (-166 days) · Other
K•••• W••••• M••••••••• to K•••• C••••••• L••
left Sep 17, 2007, registered Jun 24, 2010 (1011 days) · Other
E•••••• P•••• A••••••• I••• to K•••• W••••• M•••••••••
left Dec 3, 2003, registered May 11, 2005 (525 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address