DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

D••• M•••• K••••

Advisor at V••••••••• A••••••• S•••••••

WOODBURY, NY | Irvine, CA

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Search this name across graphsid dfx:ria:deb0156b-cace-5951-f462-6c44e642c10d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Nov 24, 2015 to Sep 14, 2026

Across DFX

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

Real Estate Fundsidentity

D••• M•••• K••••

Real estate principal · key crd individual

Facts

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

Current firm: V••••••••• A••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••••• A••••••• S•••••••	Bd affiliated wealth	Oct 10, 2025	n/a	yes	Irvine, CA\|WOODBURY, NY	Current employment
S•••• W••••• M••••••••• L••	Bd affiliated wealth	Nov 24, 2015	Oct 31, 2025	no	Irvine, CA\|MCLEAN, VA\|IRVINE, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• W••••• M••••••••• L••	V••••••••• A••••••• S•••••••	Oct 31, 2025	Oct 10, 2025	-21	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ V••••••••• A••••••• S•••••••Registered adviserregistration: current employment
Oct 10, 2025 to presentfactForm ADV
→ S•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 24, 2015 to Oct 31, 2025factForm ADV

Dated events

Occurred
Oct 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:deb0156b-cace-5951-f462-6c44e642c10d
First observed: Nov 24, 2015
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.