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K•••••• V••• R•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)25 years in industry

K•••••• V••• R•••••

Advisor at M•••• F•••••••• A•••••••

Colorado Springs, CO | Denver, CO | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:20c11c5c-0fd1-caad-7293-7822782a4585

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 19, 2001 to Sep 15, 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: M•••• F•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom 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
M•••• F•••••••• A•••••••	Bd affiliated wealth	Sep 3, 2019	n/a	yes	Denver, CO\|ALPHARETTA, GA\|Colorado Springs, CO	Current employment
I••• F••••••••• L••	n/a	Feb 21, 2017	Apr 19, 2022	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
I••• F••••••••• L••	M•••• F•••••••• A•••••••	Apr 19, 2022	Sep 3, 2019	-959	Firm change after gap	Other
1•• G••••• A••••••• I••	I••• F••••••••• L••	Sep 4, 2019

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
111133:135632:CO:2019-09-04	Sep 4, 2019	Feb 21, 2017	GREENWOOD VILLAGE, CO	Firm change after gap

Relationships

Registered with (4)

→ M•••• F•••••••• A•••••••Registered adviserregistration: current employment
Sep 3, 2019 to presentfactForm ADV
→ I••• F••••••••• L••Registered adviserregistration: previous registration
Feb 21, 2017 to Apr 19, 2022factForm ADV
→ 1•• G••••• A••••••• I••Registered adviserregistration: previous registration
Jan 25, 2017 to Sep 4, 2019factForm ADV
→ R••••• B••• • C••• L••Registered adviser

Dated events

Occurred
Apr 19, 2022
Advisor changed firm
K•••••• V••• R••••• left I••• F••••••••• L•• for M•••• F•••••••• A••••••• (registered 2019-09-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:20c11c5c-0fd1-caad-7293-7822782a4585
First observed: Jul 19, 2001
Last observed: Sep 15, 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.