DFX Intelligence

P•••• G••••• K•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

P•••• G••••• K•••

Advisor at V••••• A•••• M•••••••••

DURHAM, NC

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Search this name across graphsid dfx:ria:9a25a27f-c62d-e026-9c03-3f10c21e3b0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 31, 2001 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••••• A•••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 31, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• A•••• M•••••••••	Independent wealth	Jul 29, 2011	n/a	yes	DURHAM, NC	Current employment
V••••• I••••••••• I•••	n/a	Mar 21, 2011	Jul 29, 2011	no	DURHAM, NC\|DURHAM, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• I••••••••• I•••	V••••• A•••• M•••••••••	Jul 29, 2011	Jul 29, 2011	0	Firm change	Other
E•••••••• A•••••••• L••	V••••• I••••••••• I•••	Jan 8, 2010	Mar 21, 2011

Relationships

Registered with (3)

→ V••••• A•••• M•••••••••Registered adviserregistration: current employment
Jul 29, 2011 to presentfactForm ADV
→ V••••• I••••••••• I•••Registered adviserregistration: previous registration
Mar 21, 2011 to Jul 29, 2011factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 31, 2001 to Jan 8, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a25a27f-c62d-e026-9c03-3f10c21e3b0c
First observed: Dec 31, 2001
Last observed: Sep 14, 2026 9 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.