DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

K••••• B••••• B••••

Advisor at U••••• A•••••• G••••

CINCINNATI, OH | Dickson, TN

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Search this name across graphsid dfx:ria:2e15cb1c-5b49-4ad9-1b15-b7d6f6ddbe54

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 1, 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: U••••• A•••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
U••••• A•••••• G••••	Independent wealth	Aug 28, 2026	n/a	yes	CINCINNATI, OH\|Dickson, TN	Current employment
V••••• C•••••• M••••••••• L••	Independent wealth	Jun 4, 2019	Aug 28, 2026	no	BRENTWOOD, TN\|DICKSON, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• C•••••• M••••••••• L••	U••••• A•••••• G••••	Aug 28, 2026	Aug 28, 2026	0	Firm change	RIA to RIA
R••••••••• • J••	V••••• C•••••• M••••••••• L••	Apr 25, 2019	Jun 4, 2019

Relationships

Registered with (3)

→ U••••• A•••••• G••••Registered adviserregistration: current employment
Aug 28, 2026 to presentfactForm ADV
→ V••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 4, 2019 to Aug 28, 2026factForm ADV
→ R••••••••• • J••Registered adviserregistration: previous registration
Nov 1, 2016 to Apr 25, 2019factForm ADV

Dated events

Occurred
Aug 28, 2026
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e15cb1c-5b49-4ad9-1b15-b7d6f6ddbe54
First observed: Nov 1, 2016
Last observed: Sep 14, 2026 8 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.