DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

K••••• V•••• B•••••

Advisor at M••••••

Bloomfield Hills, MI

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Search this name across graphsid dfx:ria:4e79bd8f-57a2-3973-986d-81826a92cc28

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 25, 2019 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: M••••••
Current firm class: broker-dealer affiliated 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: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Jun 1, 2022	n/a	yes	Bloomfield Hills, MI	Current employment
E•••••• W•••••• L••	Former SEC adviser	Feb 25, 2019	Aug 11, 2022	no	BLOOMFIELD HILLS, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• W•••••• L••	M••••••	Aug 11, 2022	Jun 1, 2022	-71	Firm change after gap	RIA to ibd

Team moves

••• Locked

Team	Left	Joined	From	Kind
144901:140195:MI:2022-08-11	Aug 11, 2022	Jun 1, 2022	BLOOMFIELD HILLS, MI	Firm change after gap

Relationships

Registered with (2)

→ M••••••Registered adviserregistration: current employment
Jun 1, 2022 to presentfactForm ADV
→ E•••••• W•••••• L••Registered adviserregistration: previous registration
Feb 25, 2019 to Aug 11, 2022factForm ADV

Dated events

Occurred
Aug 11, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e79bd8f-57a2-3973-986d-81826a92cc28
First observed: Feb 25, 2019
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.