DFX Intelligence

K•••• A•••• C•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor27 years in industry

K•••• A•••• C•••

Advisor at V•••••• F••••••••

Youngsville, LA | AUSTIN, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 12, 2007 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••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 14, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• F••••••••	Independent wealth	Aug 24, 2026	n/a	yes	AUSTIN, TX\|Youngsville, LA	Current employment
M••••• S••••••	Wirehouse	Sep 20, 2022	Sep 11, 2026	no	Lafayette, LA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	V•••••• F••••••••	Sep 11, 2026	Aug 24, 2026	-18	Firm change	Wirehouse to RIA
U•• F•••••••• S••••••• I•••	M••••• S••••••	Sep 30, 2022	Sep 20, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
8174:149777:LA:2022-09-30	Sep 30, 2022	Sep 20, 2022	LAFAYETTE, LA	Firm change

Relationships

Registered with (4)

→ V•••••• F••••••••Registered adviserregistration: current employment
Aug 24, 2026 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Sep 20, 2022 to Sep 11, 2026factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Nov 17, 2011 to Sep 30, 2022factForm ADV
→ E••••• J••••

Dated events

Occurred
Sep 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 30, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 12, 2007
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.