V••••• M• V••••

Advisor at V•••• A•••••••

SAN RAMON, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0d5b0027-310b-17ed-5788-1a86502fda0a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Jul 28, 2003 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•••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 4, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• A•••••••	Independent wealth	Oct 16, 2023	n/a	yes	SAN RAMON, CA	Current employment
W••••• I•••••••••	Independent wealth	Jun 12, 2020	Jan 26, 2023	no	LAS VEGAS, NV	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• I•••••••••	V•••• A•••••••	Jan 26, 2023	Oct 16, 2023	263	Firm change	RIA to RIA
C••••••• S•••••••••	W••••• I•••••••••	Sep 23, 2019	Jun 12, 2020

Relationships

Registered with (9)

→ V•••• A•••••••Registered adviserregistration: current employment
Oct 16, 2023 to presentfactForm ADV
→ W••••• I•••••••••Registered adviserregistration: previous registration
Jun 12, 2020 to Jan 26, 2023factForm ADV
→ C••••••• S•••••••••Registered adviserregistration: previous registration
Aug 17, 2016 to Sep 23, 2019factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Jan 26, 2023
Advisor changed firm
V••••• M• V•••• left W••••• I••••••••• for V•••• A••••••• (registered 2023-10-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d5b0027-310b-17ed-5788-1a86502fda0a
First observed: Jul 28, 2003
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.