DFX Intelligence

V•••••• D••• K•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor33 years in industry

V•••••• D••• K•••

Advisor at O•••••••••

OVERLAND PARK, KS | Barboursville, WV

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Search this name across graphsid dfx:ria:aa6154d4-e0b4-d8c0-aeec-9242d4c8064a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 11, 2023 to Sep 15, 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: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Jan 8, 2024	n/a	yes	OVERLAND PARK, KS\|Barboursville, WV	Current employment
W•••••••••	Former SEC adviser	Oct 11, 2023	Oct 26, 2024	no	BARBOURSVILLE, WV	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••••••	O•••••••••	Oct 26, 2024	Jan 8, 2024	-292	Firm change after gap	Other

Relationships

Registered with (2)

→ O•••••••••Registered adviserregistration: current employment
Jan 8, 2024 to presentfactForm ADV
→ W•••••••••Registered adviserregistration: previous registration
Oct 11, 2023 to Oct 26, 2024factForm ADV

Dated events

Occurred
Oct 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aa6154d4-e0b4-d8c0-aeec-9242d4c8064a
First observed: Oct 11, 2023
Last observed: Sep 15, 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.