DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

V••••••• K•••• C•••••••••

Advisor at C••••••

Denver, CO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Jul 29, 2019 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

V••••••• K•••• C•••••••••

Private equity principal · Key CRD individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Mar 31, 2023	n/a	yes	Denver, CO	Current employment
S••••• B••••• • H•••••	Other adviser	Jul 29, 2019	Dec 14, 2023	no	Denver, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• B••••• • H•••••	C••••••	Dec 14, 2023	Mar 31, 2023	-258	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
106505:319448:CO:2023-12-14	Dec 14, 2023	Mar 31, 2023	DENVER, CO	Firm change after gap

Relationships

Registered with (2)

→ C••••••Registered adviserregistration: current employment
Mar 31, 2023 to presentfactForm ADV
→ S••••• B••••• • H•••••Registered adviserregistration: previous registration
Jul 29, 2019 to Dec 14, 2023factForm ADV

Dated events

Order

Occurred
14 Dec 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 29, 2019
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.