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P•••• G• V•• B•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant12 years in industry

P•••• G• V•• B•••

Advisor at M•••••• S•••••• W••••• M••••••••• I•••

APPLETON, WI

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Search this name across graphsid dfx:ria:c682056e-0687-5968-8649-b93e4c7b7eae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 19, 2019 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: M•••••• S•••••• W••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• S•••••• W••••• M••••••••• I•••	Independent wealth	Dec 7, 2021	n/a	yes	APPLETON, WI	Current employment
K•• W••••• M••••••••• G••••• L••	Independent wealth	Nov 19, 2019	Feb 1, 2022	no	APPLETON, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•• W••••• M••••••••• G••••• L••	M•••••• S•••••• W••••• M••••••••• I•••	Feb 1, 2022	Dec 7, 2021	-56	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
142682:149830:WI:2022-02-01	Feb 1, 2022	Dec 7, 2021	APPLETON, WI	Firm change after gap

Relationships

Registered with (2)

→ M•••••• S•••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Dec 7, 2021 to presentfactForm ADV
→ K•• W••••• M••••••••• G••••• L••Registered adviserregistration: previous registration
Nov 19, 2019 to Feb 1, 2022factForm ADV

Dated events

Occurred
Feb 1, 2022
Advisor changed firm
P•••• G• V•• B••• left K•• W••••• M••••••••• G••••• L•• for M•••••• S•••••• W••••• M••••••••• I••• (registered 2021-12-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c682056e-0687-5968-8649-b93e4c7b7eae
First observed: Nov 19, 2019
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.