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

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RIA / WealthAdvisor27 years in industry

K•••• M•••••• C•••

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

HUNT VALLEY, MD

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Search this name across graphsid dfx:ria:44d86466-9a68-10a3-93eb-d1a8286c4255

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 2
Observed: Mar 28, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

K•••• M•••••• C•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

K•••• M•••••• C•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Sep 10, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom 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
V••••••• C•••••• A•••••••• L••	Independent wealth	Mar 1, 2019	n/a	yes	HUNT VALLEY, MD	Current employment
H•••••••• A•••••••• L••	Bd affiliated wealth	Feb 17, 2012	Jun 30, 2017	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
H•••••••• A•••••••• L••	V••••••• C•••••• A•••••••• L••	Jun 30, 2017	Mar 1, 2019	609	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	H•••••••• A•••••••• L••	Feb 21, 2012

Team moves

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

Team	Left	Joined	From	Kind
145323:288512:MD:2017-06-30	Jun 30, 2017	Mar 1, 2019	HUNT VALLEY, MD	Firm change after gap

Relationships

Registered with (3)

→ V••••••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Mar 1, 2019 to presentfactForm ADV
→ H•••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 17, 2012 to Jun 30, 2017factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 28, 2002 to Feb 21, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:44d86466-9a68-10a3-93eb-d1a8286c4255
First observed: Mar 28, 2002
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.