DFX Intelligence

C••• E••••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor27 years in industry

C••• E••••• H••••••

Advisor at W•• I••••••••• M•••••••••

Clayton, MO

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Search this name across graphsid dfx:ria:ba6c6856-43d2-215a-25db-01919153859f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 12, 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: W•• I••••••••• M•••••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Mar 8, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•• I••••••••• M•••••••••	Other adviser	Mar 24, 2020	n/a	yes	Clayton, MO	Current employment
K•••••• C•••••• M•••••••••	Other adviser	May 31, 2012	Dec 27, 2018	no	ST. LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•••••• C•••••• M•••••••••	W•• I••••••••• M•••••••••	Dec 27, 2018	Mar 24, 2020	453	Firm change after gap	Other
M••••••• V••••• P•••••••• I•••	K•••••• C•••••• M•••••••••	May 14, 2012	May 31, 2012

Relationships

Registered with (3)

→ W•• I••••••••• M•••••••••Registered adviserregistration: current employment
Mar 24, 2020 to presentfactForm ADV
→ K•••••• C•••••• M•••••••••Registered adviserregistration: previous registration
May 31, 2012 to Dec 27, 2018factForm ADV
→ M••••••• V••••• P•••••••• I•••Registered adviserregistration: previous registration
Mar 12, 2001 to May 14, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ba6c6856-43d2-215a-25db-01919153859f
First observed: Mar 12, 2001
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.