DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

K••••••• V••••••• R••• H•••••

Advisor at B•• M••••• S••••••••• C•••••••••

••• Locked

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Search this name across graphsid dfx:ria:ba905d60-3455-6e54-b52a-2a9b69e1f580

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 12, 2006 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: B•• M••••• S••••••••• C•••••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jun 12, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• M••••• S••••••••• C•••••••••	Other adviser	Feb 19, 2024	n/a	yes	LAKE MARY, FL\|NEW YORK, NY\|SANFORD, FL	Current employment
N••••••• T•••• S••••••••• I••	Bd affiliated wealth	Apr 7, 2015	Feb 9, 2024	no	CHICAGO, IL\|ST. PETERSBURG, FL\|Tampa, FL\|CHICAGO, IL\|ST. PETERSBURG, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••• T•••• S••••••••• I••	B•• M••••• S••••••••• C•••••••••	Feb 9, 2024	Feb 19, 2024	10	Firm change	Other
A••••••• E•••••••• I•••	N••••••• T•••• S••••••••• I••	Oct 21, 2011	Apr 7, 2015

Relationships

Registered with (3)

→ B•• M••••• S••••••••• C•••••••••Registered adviserregistration: current employment
Feb 19, 2024 to presentfactForm ADV
→ N••••••• T•••• S••••••••• I••Registered adviserregistration: previous registration
Apr 7, 2015 to Feb 9, 2024factForm ADV
→ A••••••• E•••••••• I•••Registered adviserregistration: previous registration
Jun 12, 2006 to Oct 21, 2011factForm ADV

Dated events

Occurred
Feb 9, 2024
Advisor changed firm
K••••••• V••••••• R••• H••••• left N••••••• T•••• S••••••••• I•• for B•• M••••• S••••••••• C••••••••• (registered 2024-02-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ba905d60-3455-6e54-b52a-2a9b69e1f580
First observed: Jun 12, 2006
Last observed: Sep 15, 2026 7 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.