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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

W•••• S•••••• K••••••••

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

PENSACOLA, FL

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Search this name across graphsid dfx:ria:80952d45-abf5-5d1c-9084-24a7caf2b940

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2011 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: Mar 25, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Jun 26, 2018	n/a	yes	PENSACOLA, FL\|PENSACOLA, FL	Current employment
M•••• C••••••• A••••••• S••••••	Bd affiliated wealth	Jul 11, 2016	Jun 21, 2018	no	PENSACOLA, FL\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••• C••••••• A••••••• S••••••	V•••• F•••••••• A•••••••• I•••	Jun 21, 2018	Jun 26, 2018	5	Firm change	Ibd to ibd
P•• M•••••• A•••••• S••••••••• I•••	M•••• C••••••• A••••••• S••••••	Jun 3, 2016	Jul 11, 2016

Relationships

Registered with (4)

→ V•••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 26, 2018 to presentfactForm ADV
→ M•••• C••••••• A••••••• S••••••Registered adviserregistration: previous registration
Jul 11, 2016 to Jun 21, 2018factForm ADV
→ P•• M•••••• A•••••• S••••••••• I•••Registered adviserregistration: previous registration
Jun 3, 2014 to Jun 3, 2016factForm ADV
→ E••••• J••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80952d45-abf5-5d1c-9084-24a7caf2b940
First observed: Mar 29, 2011
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.