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

K•••••• C• G••••

F•••• P••••••• W•••••• L••independent RIAColumbus, OhIA-onlyIAPD 5522438

Certified Financial Planner

Feed of 09/14/2026

Also filed as K•••••• C. Silversten

At current firm

0 y

since Jan 4, 2026

In the industry

21 y

since Sep 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

F•••• P••••••• W•••••• L•• independent RIA current
since Jan 4, 2026 · Columbus, Oh
N••••••••• A•••• M••••••••• L•• independent RIA
Aug 1, 2024 to Dec 31, 2024 · Columbus, Oh
N••••••••• A•••• M••••••••• L•• independent RIA
Aug 1, 2024 to Mar 20, 2026 · Columbus, Oh
R••••••• V•••• P•••••••• L•• former
Jan 21, 2022 to Aug 14, 2024 · Columbus, Oh
B•••••••• R••••• • F•••••••• I••• independent RIA
Jun 30, 2008 to Jan 13, 2022 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

N••••••••• A•••• M••••••••• L•• to F•••• P••••••• W•••••• L••
left Mar 20, 2026, registered Jan 4, 2026 (-75 days) · corporate re-registration, not a move
R••••••• V•••• P•••••••• L•• to N••••••••• A•••• M••••••••• L••
left Aug 14, 2024, registered Aug 1, 2024 (-13 days) · RIA to RIA
B•••••••• R••••• • F•••••••• I••• to R••••••• V•••• P•••••••• L••
left Jan 13, 2022, registered Jan 21, 2022 (8 days) · RIA to RIA · moved with a team

Signals

K•••••• C• G•••• left R••••••• V•••• P•••••••• L•• for N••••••••• A•••• M••••••••• L•• (registered 2024-08-01)
Aug 14, 2024 · Advisor changed firm · fact
K•••••• C• G•••• left B•••••••• R••••• • F•••••••• I••• for R••••••• V•••• P•••••••• L•• (registered 2022-01-21)
Jan 13, 2022 · 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address