DFX Intelligence

Data Factory

RIA / WealthAdvisor22 years in industry

Kavi Singh Virk

Advisor at VEDA FINANCIAL INVESTMENT ADVISORY

Los Angeles, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5efa9abd-0f60-d527-dce6-0c04b6fe2f84

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 26, 2004 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: VEDA FINANCIAL INVESTMENT ADVISORY
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 25, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66|S65
First exam: Feb 25, 2004
First registration: Feb 26, 2004
Dual registered: no
IAPD individual key: 2854323

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
VEDA FINANCIAL INVESTMENT ADVISORY	State registered	Jun 30, 2023	n/a	yes	Los Angeles, CA	Current employment
EAGLE STRATEGIES LLC	Bd affiliated wealth	Jun 18, 2020	Aug 25, 2021	no	GLENDALE, CA	Previous registration
BLUEPOINTE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Mar 2, 2011	Jan 17, 2012	no	MENLO PARK, CA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Feb 8, 2008	Mar 18, 2009	no	PASADENA, CA	Previous registration
UBS INTERNATIONAL INC.	n/a	Feb 23, 2005	Feb 24, 2006	no	LOS ANGELES, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 26, 2004	Feb 24, 2005	no	BETHESDA, MD	Previous registration

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
EAGLE STRATEGIES LLC	VEDA FINANCIAL INVESTMENT ADVISORY	Aug 25, 2021	Jun 30, 2023	674	Firm change after gap	Ibd to state RIA
BLUEPOINTE CAPITAL MANAGEMENT, LLC	EAGLE STRATEGIES LLC	Jan 17, 2012	Jun 18, 2020	3,075	Firm change after gap	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	BLUEPOINTE CAPITAL MANAGEMENT, LLC	Mar 18, 2009	Mar 2, 2011	714	Firm change after gap	Other
UBS INTERNATIONAL INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Feb 24, 2006	Feb 8, 2008	714	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	UBS INTERNATIONAL INC.	Feb 24, 2005	Feb 23, 2005	-1	Firm change	Other

Relationships

Registered with (6)

→ VEDA FINANCIAL INVESTMENT ADVISORYRegistered adviserregistration: current employment
Jun 30, 2023 to presentfactForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Jun 18, 2020 to Aug 25, 2021factForm ADV
→ BLUEPOINTE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 2, 2011 to Jan 17, 2012factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 8, 2008 to Mar 18, 2009factForm ADV
→ UBS INTERNATIONAL INC.Registered adviserregistration: previous registration
Feb 23, 2005 to Feb 24, 2006factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 26, 2004 to Feb 24, 2005factForm ADV

Dated events

No dated event names this entity yet.