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

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RIA / WealthAdvisor14 years in industry

A••• A• D•••••••

Advisor at V••••••• C•••••• M••••••••• L••

FRANKLIN, TN

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Search this name across graphsid dfx:ria:0055d4a4-714b-17b4-37af-9592e0ca314c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Jul 24, 2012 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••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••• C•••••• M••••••••• L••	Independent wealth	Jun 20, 2025	n/a	yes	FRANKLIN, TN	Current employment
B•• W••••• A•••••••• L••	n/a	Oct 24, 2023	Jul 29, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B•• W••••• A•••••••• L••	V••••••• C•••••• M••••••••• L••	Jul 29, 2025	Jun 20, 2025	-39	Firm change after gap	Other
K••••• P•••••• W••••• S•••••••• L••	B•• W••••• A•••••••• L••	Oct 12, 2023

Relationships

Registered with (5)

→ V••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jun 20, 2025 to presentfactForm ADV
→ B•• W••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 24, 2023 to Jul 29, 2025factForm ADV
→ K••••• P•••••• W••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 16, 2023 to Oct 12, 2023factForm ADV
→ K••••• A••••••• S•••••••• L••

Dated events

Occurred
Jul 29, 2025
Advisor changed firm
A••• A• D••••••• left B•• W••••• A•••••••• L•• for V••••••• C•••••• M••••••••• L•• (registered 2025-06-20)
Form ADVobserved 6 days ago
Occurred
Oct 12, 2023
Advisor changed firm
A••• A• D••••••• left K••••• P•••••• W••••• S•••••••• L•• for B•• W••••• A•••••••• L•• (registered 2023-10-24)
Form ADVobserved 6 days ago
Occurred
Mar 17, 2023
Advisor changed firm
A••• A• D••••••• left B•• W••••• A•••••••• L•• for K••••• A••••••• S•••••••• L•• (registered 2023-03-16)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0055d4a4-714b-17b4-37af-9592e0ca314c
First observed: Jul 24, 2012
Last observed: Sep 14, 2026 7 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.