DFX Intelligence

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

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

K•••••• A•••• H••••••

Advisor at V•••••• W••••• M••••••••• L••

CHARLESTON, SC

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Search this name across graphsid dfx:ria:faf150c1-5ae2-4b2b-7757-13e84a15e318

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 17, 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•••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• W••••• M••••••••• L••	State registered	May 1, 2020	n/a	yes	CHARLESTON, SC	Current employment
V•••••• W••••• M••••••••• L••	State registered	Mar 14, 2018	Dec 31, 2018	no	CHARLESTON, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• I••••••••• A•••••••• I••	V•••••• W••••• M••••••••• L••	May 4, 2018	Mar 14, 2018	-51	Firm change after gap	RIA to state RIA
V••• F•••••••• A•••••••• I•••	R••••• I••••••••• A•••••••• I••	Jun 29, 2017	Sep 29, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
134952:289046:DE:2018-05-04	May 4, 2018	Mar 14, 2018	WILMINGTON, DE	Firm change after gap

Relationships

Registered with (3)

→ V•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 14, 2018 to Dec 31, 2018factForm ADV
→ R••••• I••••••••• A•••••••• I••Registered adviserregistration: previous registration
Sep 29, 2017 to May 4, 2018factForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 17, 2014 to Jun 29, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:faf150c1-5ae2-4b2b-7757-13e84a15e318
First observed: Jun 17, 2014
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.