E••• X••••• K•

Advisor at V•• S•••• • T•••• I••

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:7289a405-7ed6-7abf-b73b-aaafd14812f7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 26, 2017 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•• S•••• • T•••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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
V•• S•••• • T•••• I••	Independent wealth	Feb 9, 2026	n/a	yes	SAN FRANCISCO, CA	Current employment
S••• C•••••• M••••••••• L••	Institutional manager	Oct 26, 2017	May 7, 2025	no	SAN FRANCISCO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••• C•••••• M••••••••• L••	V•• S•••• • T•••• I••	May 7, 2025	Feb 9, 2026	278	Firm change	Other

Relationships

Registered with (2)

→ V•• S•••• • T•••• I••Registered adviserregistration: current employment
Feb 9, 2026 to presentfactForm ADV
→ S••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 26, 2017 to May 7, 2025factForm ADV

Dated events

Occurred
May 7, 2025
Advisor changed firm
E••• X••••• K• left S••• C•••••• M••••••••• L•• for V•• S•••• • T•••• I•• (registered 2026-02-09)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7289a405-7ed6-7abf-b73b-aaafd14812f7
First observed: Oct 26, 2017
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.