DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

K•••• D••••• K••••••

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

STUART, FL | Park City, UT

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 9:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 2, 2014 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: V•••••• I••••••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 14, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• I••••••••• A•••••••	Independent wealth	Jan 3, 2020	n/a	yes	Park City, UT\|STUART, FL	Current employment
M•••• C••••••• A••••••• S••••••	Bd affiliated wealth	Apr 9, 2015	Dec 31, 2019	no	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|PARK CITY, UT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••• C••••••• A••••••• S••••••	V•••••• I••••••••• A•••••••	Dec 31, 2019	Jan 3, 2020	3	Firm change	Ibd to RIA
E••••• J••••	M•••• C••••••• A••••••• S••••••	Nov 6, 2014	Apr 9, 2015

Relationships

Registered with (3)

→ V•••••• I••••••••• A•••••••Registered adviserregistration: current employment
Jan 3, 2020 to presentfactForm ADV
→ M•••• C••••••• A••••••• S••••••Registered adviserregistration: previous registration
Apr 9, 2015 to Dec 31, 2019factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jun 2, 2014 to Nov 6, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 2, 2014
Last observed: Sep 14, 2026 10 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.