DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

K•••• M• V•• H•••

Advisor at A•••• C••••••

••• Locked

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Search this name across graphsid dfx:ria:51cce198-996d-b038-7e8f-4bb2574757ae

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Nov 23, 2005 to Sep 15, 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: A•••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 24, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• C••••••	Independent wealth	Dec 4, 2025	n/a	yes	WAYNE, PA\|Wayne, PA	Current employment
E••••••• C•••••• L••	Asset manager	Feb 21, 2024	n/a	yes	SAN JUAN, PR\|Wayne, PA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	A•••• I••••••••• G••••	Nov 17, 2022	Nov 11, 2022	-6	Firm change	Wirehouse to RIA
O••••••••• • C•• I•••	U•• F•••••••• S••••••• I•••	Nov 5, 2021	Nov 22, 2021

Relationships

Registered with (8)

→ A•••• C••••••Registered adviserregistration: current employment
Dec 4, 2025 to presentfactForm ADV
→ E••••••• C•••••• L••Registered adviserregistration: current employment
Feb 21, 2024 to presentfactForm ADV
→ A•••• I••••••••• G••••Registered adviserregistration: current employment
Nov 11, 2022 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

Occurred
Nov 17, 2022
Advisor changed firm
K•••• M• V•• H••• left U•• F•••••••• S••••••• I••• for A•••• I••••••••• G•••• (registered 2022-11-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51cce198-996d-b038-7e8f-4bb2574757ae
First observed: Nov 23, 2005
Last observed: Sep 15, 2026 7 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.