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

K••• D•••• D••••

M••••• G••••• A••••••• I•••independent RIADenver, Co IA-onlyIAPD 6481665

Certified Financial Planner · Personal Financial Specialist

Feed of 09/14/2026

Also filed as K••• D D••••

At current firm

4 y

since Feb 15, 2022

In the industry

11 y

since Jul 18, 2015 (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

M••••• G••••• A••••••• I••• independent RIA current
since Feb 15, 2022 · Denver, Co
B•••••••• W••••• M••••••••• I••• former
Oct 24, 2018 to Jan 19, 2022 · Mclean, Va
A••••••• W••••• M••••••••• L•• independent RIA
Jun 27, 2017 to Oct 8, 2018 · Herndon, Va
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 20, 2015 to May 23, 2016 · Bethesda, Md

Moves

a registration end followed by a registration begin elsewhere

B•••••••• W••••• M••••••••• I••• to M••••• G••••• A••••••• I•••
left Jan 19, 2022, registered Feb 15, 2022 (27 days) · RIA to RIA
A••••••• W••••• M••••••••• L•• to B•••••••• W••••• M••••••••• I•••
left Oct 8, 2018, registered Oct 24, 2018 (16 days) · RIA to RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••••••• W••••• M••••••••• L••
left May 23, 2016, registered Jun 27, 2017 (400 days) · Other

Signals

K••• D•••• D•••• left B•••••••• W••••• M••••••••• I••• for M••••• G••••• A••••••• I••• (registered 2022-02-15)
Jan 19, 2022 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address