DFX Intelligence

K•••• M•••••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

K•••• M•••••• B•••••••

Advisor at V••••••• C•••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:8495df21-dfe2-6c73-0226-44dd350bec24

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 11, 2015 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••••••• C•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 12, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••• C•••••• L••	Independent wealth	Jul 25, 2019	n/a	yes	ATLANTA, GA	Current employment
F••••••• L••	Former SEC adviser	Nov 19, 2018	Dec 10, 2019	no	ATLANTA, GA\|BURNSVILLE, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• L••	V••••••• C•••••• L••	Dec 10, 2019	Jul 25, 2019	-138	Firm change after gap	RIA to new firm
G•••••• S•••• W••••• S•••••••• L•••	F••••••• L••	Nov 14, 2018	Nov 19, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
289863:304272:MN:2019-12-10	Dec 10, 2019	Jul 25, 2019	BURNSVILLE, MN	Firm change after gap

Relationships

Registered with (3)

→ V••••••• C•••••• L••Registered adviserregistration: current employment
Jul 25, 2019 to presentfactForm ADV
→ F••••••• L••Registered adviserregistration: previous registration
Nov 19, 2018 to Dec 10, 2019factForm ADV
→ G•••••• S•••• W••••• S•••••••• L•••Registered adviserregistration: previous registration
Nov 11, 2015 to Nov 14, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8495df21-dfe2-6c73-0226-44dd350bec24
First observed: Nov 11, 2015
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.