R•••• V•••••

Advisor at W•••• F•••• A•••••••

ORMOND BEACH, FL

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:0dc7a805-f507-b6cb-406b-943ca7461c21

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 13, 2004 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Dec 10, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jun 7, 2024	n/a	yes	ORMOND BEACH, FL	Current employment
M••••• S••••••	Wirehouse	Apr 24, 2018	Jul 24, 2023	no	ORMOND BEACH, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	W•••• F•••• A•••••••	Jul 24, 2023	Jun 7, 2024	319	Firm change	Wirehouse to wirehouse
T••••• A••••••• S•••••••• I•••	M••••• S••••••	Apr 17, 2018	Apr 24, 2018

Relationships

Registered with (5)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jun 7, 2024 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Apr 24, 2018 to Jul 24, 2023factForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Dec 12, 2016 to Apr 17, 2018factForm ADV
→ S••••••• I••••••••• S•••••••• I•••

Dated events

Occurred
Jul 24, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0dc7a805-f507-b6cb-406b-943ca7461c21
First observed: Oct 13, 2004
Last observed: Sep 14, 2026 9 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.