DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

B•••• D•••• K•••

Advisor at V••• F•••••••• A•••••••• I•••

Columbus, OH | Akron, OH

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Search this name across graphsid dfx:ria:c395f074-c0f0-aedc-12a4-eb656163f3ca

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2012 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: V••• F•••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 26, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Jan 21, 2016	n/a	yes	Akron, OH\|Columbus, OH	Current employment
L••••••••• W••••• A•••••••	Independent wealth	Feb 4, 2015	Oct 22, 2015	no	VALLEY VIEW, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••••••• W••••• A•••••••	V••• F•••••••• A•••••••• I•••	Oct 22, 2015	Jan 21, 2016	91	Firm change	Other
S••	L••••••••• W••••• A•••••••	Feb 5, 2015	Feb 4, 2015

Relationships

Registered with (3)

→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Jan 21, 2016 to presentfactForm ADV
→ L••••••••• W••••• A•••••••Registered adviserregistration: previous registration
Feb 4, 2015 to Oct 22, 2015factForm ADV
→ S••Registered adviserregistration: previous registration
Mar 26, 2012 to Feb 5, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c395f074-c0f0-aedc-12a4-eb656163f3ca
First observed: Mar 26, 2012
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.