DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

K•••••• L•• G•••••••

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

TROY, MI

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Search this name across graphsid dfx:ria:ffc8b181-0d4f-6283-377f-f38c5a0d1f1f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 29, 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: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 25, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• W••••• M••••••••• L••	Independent wealth	Jan 16, 2026	n/a	yes	TROY, MI	Current employment
G•••••••• F•••••••• G••••• L••	Independent wealth	Sep 17, 2020	Jan 21, 2026	no	Bloomfield Hills, MI\|Troy, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••••• F•••••••• G••••• L••	V•••••• W••••• M••••••••• L••	Jan 21, 2026	Jan 16, 2026	-5	Firm change	RIA to new firm
P•••••• G•••••••• A••••••• G••••• L••	G•••••••• F•••••••• G••••• L••	Feb 5, 2021	Sep 17, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
306595:339547:MI:2026-01-21	Jan 21, 2026	Jan 16, 2026	TROY, MI	Firm change
171405:306595:MI:2021-02-05	Feb 5, 2021	Sep 17, 2020	TROY, MI	Firm change after gap
158718:171405:MI:2020-08-06	Aug 6, 2020	Feb 24, 2017	TROY, MI	Firm change after gap
171405:158718:MI:2016-12-31	Dec 31, 2016	Dec 3, 2015

Relationships

Registered with (5)

→ V•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 16, 2026 to presentfactForm ADV
→ G•••••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Sep 17, 2020 to Jan 21, 2026factForm ADV
→ P•••••• G•••••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Sep 17, 2020 to Feb 5, 2021factForm ADV
→ P•••••• W••••• A••••••• G••••

Dated events

Occurred
Jan 21, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ffc8b181-0d4f-6283-377f-f38c5a0d1f1f
First observed: Apr 29, 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.