DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

K•••• M•••••• V••••••••

Advisor at R••••• I••••••••• A•••••••• I•••

FORT WORTH, TX

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Search this name across graphsid dfx:ria:25df12b7-243f-ea93-53c0-9c49918d0f93

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 16, 2016 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: R••••• I••••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 16, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••• I••••••••• A•••••••• I•••	Independent wealth	Aug 25, 2016	n/a	yes	FORT WORTH, TX	Current employment
S•••••••• A••••••• L••	National bd RIA	Apr 1, 2016	Jul 29, 2016	no	WESTLAKE, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A••••••• L••	R••••• I••••••••• A•••••••• I•••	Jul 29, 2016	Aug 25, 2016	27	Firm change	Ibd to RIA
A•••••• W••••• M••••••••• I•••	S•••••••• A••••••• L••	Mar 14, 2016	Apr 1, 2016

Relationships

Registered with (3)

→ R••••• I••••••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 25, 2016 to presentfactForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Apr 1, 2016 to Jul 29, 2016factForm ADV
→ A•••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Jan 16, 2016 to Mar 14, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:25df12b7-243f-ea93-53c0-9c49918d0f93
First observed: Jan 16, 2016
Last observed: Sep 14, 2026 9 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.