DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

R••••• R••• V•••• K•••

Advisor at P•••••••• A•••• M•••••••••

Apache Junction, AZ

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Search this name across graphsid dfx:ria:6cdb3a3c-b2f6-a5e3-2d31-452a914925f9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 6, 2024 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: P•••••••• A•••• M•••••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Aug 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• A•••• M•••••••••	Other adviser	Mar 26, 2026	n/a	yes	Apache Junction, AZ	Current employment
J••• H•••••• I••••••••• M••••••••• L••	Asset manager	May 6, 2024	Mar 16, 2026	no	BOSTON, MA\|Tempe, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• H•••••• I••••••••• M••••••••• L••	P•••••••• A•••• M•••••••••	Mar 16, 2026	Mar 26, 2026	10	Firm change	Other

Relationships

Registered with (2)

→ P•••••••• A•••• M•••••••••Registered adviserregistration: current employment
Mar 26, 2026 to presentfactForm ADV
→ J••• H•••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
May 6, 2024 to Mar 16, 2026factForm ADV

Dated events

Occurred
Mar 16, 2026
Advisor changed firm
R••••• R••• V•••• K••• left J••• H•••••• I••••••••• M••••••••• L•• for P•••••••• A•••• M••••••••• (registered 2026-03-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6cdb3a3c-b2f6-a5e3-2d31-452a914925f9
First observed: May 6, 2024
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.