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K•••• J••• A••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

K•••• J••• A••••

Advisor at V••••••• C•••••• A•••••••• L••

HUNT VALLEY, MD

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Search this name across graphsid dfx:ria:10c3023b-b538-599a-0b57-3b23c8ee456f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Apr 29, 2011 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: V••••••• C•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 27, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••• C•••••• A•••••••• L••	Independent wealth	Jan 7, 2026	n/a	yes	HUNT VALLEY, MD	Current employment
J••••• M••••••••• S•••• L••	Bd affiliated wealth	Jun 6, 2025	Dec 15, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J••••• M••••••••• S•••• L••	V••••••• C•••••• A•••••••• L••	Dec 15, 2025	Jan 7, 2026	23	Firm change	Ibd to RIA
S•••••••• A••••••• L••	J••••• M••••••••• S•••• L••	Jun 4, 2025

Relationships

Registered with (5)

→ V••••••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Jan 7, 2026 to presentfactForm ADV
→ J••••• M••••••••• S•••• L••Registered adviserregistration: previous registration
Jun 6, 2025 to Dec 15, 2025factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 31, 2025 to Jun 4, 2025factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••

Dated events

Occurred
Dec 15, 2025
Advisor changed firm
K•••• J••• A•••• left J••••• M••••••••• S•••• L•• for V••••••• C•••••• A•••••••• L•• (registered 2026-01-07)
Form ADVobserved 6 days ago
Occurred
Jun 4, 2025
Advisor changed firm
K•••• J••• A•••• left S•••••••• A••••••• L•• for J••••• M••••••••• S•••• L•• (registered 2025-06-06)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:10c3023b-b538-599a-0b57-3b23c8ee456f
First observed: Apr 29, 2011
Last observed: Sep 14, 2026 7 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.