DFX Intelligence

G••••• S••••• R•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industrynot currently registered

G••••• S••••• R•••

Advisor at V•••••• C•••••• M••••••••• I•••

SAN ANTONIO, TX | Kerriville, TX

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:1314ec87-6a99-ebf1-8614-8717c3994a70

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 3, 2008 to Sep 15, 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••••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Feb 29, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• C•••••• M••••••••• I•••	Asset manager	Jul 15, 2019	n/a	yes	SAN ANTONIO, TX\|Kerriville, TX	Current employment
U••• I••••••••• S••••••• C••••••	No RAUM reported	Jun 21, 2019	Jul 9, 2019	no	SAN ANTONIO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••• I••••••••• S••••••• C••••••	V•••••• C•••••• M••••••••• I•••	Jul 9, 2019	Jul 15, 2019	6	Bulk transfer	Other
A••••••••• F•••••••• S•••••••• L••	U••• I••••••••• S••••••• C••••••	Jan 10, 2019	Jun 21, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:5475:TX:2019-01-04	Jan 10, 2019	Jun 21, 2019	SAN ANTONIO, TX	Firm change

Relationships

Registered with (6)

→ V•••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Jul 15, 2019 to presentfactForm ADV
→ U••• I••••••••• S••••••• C••••••Registered adviserregistration: previous registration
Jun 21, 2019 to Jul 9, 2019factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 21, 2018 to Jan 10, 2019factForm ADV
→ I••••••••• P••••••••• I•••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1314ec87-6a99-ebf1-8614-8717c3994a70
First observed: Mar 3, 2008
Last observed: Sep 15, 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.