DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

V••••• F• I••••

2• K•••••• W••••• M••••••••• L••independent RIAPepper Pike, OhIA-onlyIAPD 4318449

Feed of 09/14/2026

Also filed as Venera Foti

At current firm

1 y

since Apr 22, 2025

In the industry

25 y

since May 14, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: personalized financial strategies. Her mission is to be a trusted resource, managing wealthreported2knightswealth.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

2• K•••••• W••••• M••••••••• L•• independent RIA current
since Apr 22, 2025 · Pepper Pike, Oh
C••••• I••••••••• A••••••• L•• BD affiliated
Aug 26, 2020 to Dec 23, 2024 · Dublin, Oh
B• R•••• W••••• M••••••••• former
Oct 6, 2014 to Aug 26, 2020 · Mentor, Oh
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Dec 20, 2010 to Oct 8, 2014 · Pepper Pike, Oh
I••••• F•••••••• C••••••••• former
Jul 7, 2005 to Nov 12, 2007 · Akron, Oh
K•••••• C•••••• M•••••• I••• unclassified
Sep 2, 2003 to Apr 1, 2004 · Pepper Pike, Oh

Moves

a registration end followed by a registration begin elsewhere

C••••• I••••••••• A••••••• L•• to 2• K•••••• W••••• M••••••••• L••
left Dec 23, 2024, registered Apr 22, 2025 (120 days) · Affiliated broker-dealer or bank to independent RIA
B• R•••• W••••• M••••••••• to C••••• I••••••••• A••••••• L••
left Aug 26, 2020, registered Aug 26, 2020 (0 days) · Affiliated broker-dealer or bank to another
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to B• R•••• W••••• M•••••••••
left Oct 8, 2014, registered Oct 6, 2014 (-2 days) · Other
I••••• F•••••••• C••••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Nov 12, 2007, registered Dec 20, 2010 (1134 days) · Other
K•••••• C•••••• M•••••• I••• to I••••• F•••••••• C•••••••••
left Apr 1, 2004, registered Jul 7, 2005 (462 days) · Other

Signals

V••••• F• I•••• left C••••• I••••••••• A••••••• L•• for 2• K•••••• W••••• M••••••••• L•• (registered 2025-04-22)
Dec 23, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address