DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

A•••• S• B••••••

Advisor at V••••• S•••••••• W••••• P•••••••• L••

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:0b6d1d10-c049-007a-8ba4-826155345ac7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 15, 2021 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••••• S•••••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• S•••••••• W••••• P•••••••• L••	Independent wealth	Aug 22, 2025	n/a	yes	SAN FRANCISCO, CA	Current employment
I•• C••••••• L••	Independent wealth	Feb 28, 2025	Jul 16, 2025	no	SAN FRANCISCO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•• C••••••• L••	V••••• S•••••••• W••••• P•••••••• L••	Jul 16, 2025	Aug 22, 2025	37	Firm change	RIA to RIA
E••• C•••••• G••••• L••	I•• C••••••• L••	Feb 28, 2025	Feb 28, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
301819:335215:CA:2025-07-07	Jul 16, 2025	Aug 22, 2025	SAN FRANCISCO, CA	Firm change
292526:301819:CA:2025-02-28	Feb 28, 2025	Feb 28, 2025	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (3)

→ V••••• S•••••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Aug 22, 2025 to presentfactForm ADV
→ I•• C••••••• L••Registered adviserregistration: previous registration
Feb 28, 2025 to Jul 16, 2025factForm ADV
→ E••• C•••••• G••••• L••Registered adviserregistration: previous registration
Jul 15, 2021 to Feb 28, 2025factForm ADV

Dated events

Occurred
Jul 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b6d1d10-c049-007a-8ba4-826155345ac7
First observed: Jul 15, 2021
Last observed: Sep 14, 2026 8 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.