DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

K•••••• S••••• K••••••

Advisor at V•••••• F•••••••• G••••

Springfield, OR | AUBURN, CA

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Search this name across graphsid dfx:ria:531c39d5-a4d1-438c-bbc1-f2a1d9a99922

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

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 20, 2018 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: V•••••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• F•••••••• G••••	Independent wealth	Jan 2, 2025	n/a	yes	AUBURN, CA\|Springfield, OR	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 23, 2018	Sep 1, 2020	no	ROSEVILLE, CA\|ROSEVILLE, CA\|ROSEVILLE, CA\|GOLD RIVER, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	V•••••• F•••••••• G••••	Sep 1, 2020	Jan 2, 2025	1,584	Firm change after gap	Wirehouse to RIA
F•••• C•••••• A••••••• S•••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jul 19, 2018

Relationships

Registered with (3)

→ V•••••• F•••••••• G••••Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 23, 2018 to Sep 1, 2020factForm ADV
→ F•••• C•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Jun 20, 2018 to Jul 19, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:531c39d5-a4d1-438c-bbc1-f2a1d9a99922
First observed: Jun 20, 2018
Last observed: Sep 15, 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.