DFX Intelligence
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Registered advisor
K••• T••••• V•••
Feed of 09/15/2026
Also filed as K••• V•••
At current firm
4 y
since Sep 16, 2022
In the industry
12 y
since Jun 1, 2014 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- P•• W••••• M••••••••• BD affiliated currentsince Sep 16, 2022 · Whitehouse Station, Nj
- E•••••••• A•••••••• L•• national BDOct 27, 2014 to Sep 21, 2022 · Woodbridge, Nj
Moves
a registration end followed by a registration begin elsewhere
- E•••••••• A•••••••• L•• to P•• W••••• M•••••••••left Sep 21, 2022, registered Sep 16, 2022 (-5 days) · Affiliated broker-dealer or bank to another
Signals
- ••• LockedSep 21, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address