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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

K•••••• D••• M•••••

P••••••••• B•••••••• S•••••••• I•••independent RIAMount Calvary, Wi dual registrantIAPD 5175701

Feed of 09/14/2026

Also filed as K•••••• D••• Salbashian

At current firm

0 y

since Sep 3, 2026

In the industry

19 y

since May 24, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

P••••••••• B•••••••• S•••••••• I••• independent RIA current
since Sep 3, 2026 · Green Bay, Wi
K••••• A••••••• S•••••••• L•• BD affiliated
Jun 2, 2026 to Aug 21, 2026 · Austin, Tx
C••••••••• F•••••••• N•••••• national BD
Jun 9, 2025 to Jun 1, 2026 · Sheboygan, Wi
O•••• W•••••• I••• BD affiliated
Jun 14, 2024 to May 29, 2025 · Fond Du Lac, Wi
S••••••••• A•••••• A•••••••• I••• former
Aug 16, 2018 to Jun 14, 2024 · Fond Du Lac, Wi
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Sep 27, 2016 to Aug 17, 2018 · Fond Du Lac, Wi
W••••••• F•••••••• S•••••••• I••• former
Apr 10, 2013 to Aug 29, 2016 · Fond Du Lac, Wi
L•• F•••••••• L•• BD affiliated
Sep 11, 2007 to May 11, 2009 · Fond Du Lac, Wi

Moves

a registration end followed by a registration begin elsewhere

K••••• A••••••• S•••••••• L•• to P••••••••• B•••••••• S•••••••• I•••
left Aug 21, 2026, registered Sep 3, 2026 (13 days) · Affiliated broker-dealer or bank to independent RIA
C••••••••• F•••••••• N•••••• to K••••• A••••••• S•••••••• L••
left Jun 1, 2026, registered Jun 2, 2026 (1 days) · Affiliated broker-dealer or bank to another · moved with a team
O•••• W•••••• I••• to C••••••••• F•••••••• N••••••
left May 29, 2025, registered Jun 9, 2025 (11 days) · Affiliated broker-dealer or bank to another
S••••••••• A•••••• A•••••••• I••• to O•••• W•••••• I•••
left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
N••••••••• M••••• I••••••••• S••••••••• to S••••••••• A•••••• A•••••••• I•••
left Aug 17, 2018, registered Aug 16, 2018 (-1 days) · Other · moved with a team
W••••••• F•••••••• S•••••••• I••• to N••••••••• M••••• I••••••••• S•••••••••
left Aug 29, 2016, registered Sep 27, 2016 (29 days) · Other
L•• F•••••••• L•• to W••••••• F•••••••• S•••••••• I•••
left May 11, 2009, registered Apr 10, 2013 (1430 days) · Other

Signals

K•••••• D••• M••••• left K••••• A••••••• S•••••••• L•• for P••••••••• B•••••••• S•••••••• I••• (registered 2026-09-03)
Aug 21, 2026 · Advisor changed firm · fact
K•••••• D••• M••••• left C••••••••• F•••••••• N•••••• for K••••• A••••••• S•••••••• L•• (registered 2026-06-02)
Jun 1, 2026 · Advisor changed firm · fact
K•••••• D••• M••••• left O•••• W•••••• I••• for C••••••••• F•••••••• N•••••• (registered 2025-06-09)
May 29, 2025 · Advisor changed firm · fact

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: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address