DFX Intelligence

K•••• J••• Z••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner28 years in industry

K•••• J••• Z••••

Advisor at W•••••••• F•••••••• A•••••••

NORFOLK, VA

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Search this name across graphsid dfx:ria:a0a514ec-0352-3003-5059-3ccd74742f8f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 11, 1998 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: W•••••••• F•••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 14, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••••• F•••••••• A•••••••	Independent wealth	Mar 26, 2007	n/a	yes	NORFOLK, VA	Current employment
W••••••• A•••••••• L••	Former SEC adviser	Jan 28, 2003	Mar 15, 2007	no	NORFOLK, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••••• A•••••••• L••	W•••••••• F•••••••• A•••••••	Mar 15, 2007	Mar 26, 2007	11	Firm change	Other
W•••••••• F•••••••• A•••••••	W••••••• A•••••••• L••	Jan 10, 2003	Jan 28, 2003

Relationships

Registered with (2)

→ W•••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Feb 11, 1998 to Jan 10, 2003factForm ADV
→ W••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 28, 2003 to Mar 15, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0a514ec-0352-3003-5059-3ccd74742f8f
First observed: Feb 11, 1998
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.