K•••• W• K•••••

Advisor at V•••••• P•••••• W••••• L••

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6b21259-4754-4210-b97f-d07f235bf890

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 5, 2004 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•••••• P•••••• W••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 3, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• P•••••• W••••• L••	State registered	May 11, 2017	n/a	yes	CINCINNATI, OH	Current employment
S••	Bd affiliated wealth	Apr 22, 2014	May 11, 2017	no	CINCINNATI, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••	V•••••• P•••••• W••••• L••	May 11, 2017	May 11, 2017	0	Firm change	Other
A••••••••• F•••••••• S•••••••• L••	S••	Jan 4, 2013	Apr 22, 2014

Relationships

Registered with (5)

→ V•••••• P•••••• W••••• L••Registered adviserregistration: current employment
May 11, 2017 to presentfactForm ADV
→ SPCRegistered adviserregistration: previous registration
Apr 22, 2014 to May 11, 2017factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 12, 2010 to Jan 4, 2013factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6b21259-4754-4210-b97f-d07f235bf890
First observed: Jan 5, 2004
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.