DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

K•••••• J• H••••••

Advisor at V••••• P••••••• W••••• A•••••••

FORT WAYNE, IN

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Search this name across graphsid dfx:ria:2fec74bc-f854-9535-534e-af3c43b51e27

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2013 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••••• P••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 12, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• P••••••• W••••• A•••••••	Independent wealth	May 28, 2019	n/a	yes	FORT WAYNE, IN	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 14, 2018	May 22, 2019	no	FORT WAYNE, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	V••••• P••••••• W••••• A•••••••	May 22, 2019	May 28, 2019	6	Firm change	Ibd to RIA
P•• W••••• M•••••••••	C••••• I••••••••• A••••••• L••	Jun 5, 2018	Jun 14, 2018

Relationships

Registered with (3)

→ V••••• P••••••• W••••• A•••••••Registered adviserregistration: current employment
May 28, 2019 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 14, 2018 to May 22, 2019factForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 28, 2013 to Jun 5, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2fec74bc-f854-9535-534e-af3c43b51e27
First observed: Jan 28, 2013
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.