DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

K•••••• E••••• D•••••

Advisor at V••• F•••••••• A•••••••• I•••

Columbus, OH | Young Harris, GA

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Search this name across graphsid dfx:ria:5ac56def-06a8-461c-d5f5-de5e4c4ed797

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2005 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••• F•••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 20, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Jan 3, 2011	n/a	yes	Columbus, OH\|Young Harris, GA	Current employment
V••• F•••••••• P•••••••• L••	Former SEC adviser	Sep 12, 2005	Jan 3, 2011	no	COLUMBUS, OH\|COLUMBUS, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• P•••••••• L••	V••• F•••••••• A•••••••• I•••	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (2)

→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Jan 3, 2011 to presentfactForm ADV
→ V••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Sep 12, 2005 to Jan 3, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5ac56def-06a8-461c-d5f5-de5e4c4ed797
First observed: Sep 12, 2005
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.