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V••••• H••• E•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

V••••• H••• E•••••

Advisor at M••••••• V•••••• P•••••••• I••

LONG BEACH, CA

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Search this name across graphsid dfx:ria:1324dc23-7804-bca3-9187-5817115c638e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Aug 4, 2020 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: M••••••• V•••••• P•••••••• I••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom 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
M••••••• V•••••• P•••••••• I••	State registered	Nov 11, 2025	n/a	yes	LONG BEACH, CA	Current employment
E•••••••• M••• A•••• M••••••••• L••	Independent wealth	Apr 25, 2024	Aug 1, 2024	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
E•••••••• M••• A•••• M••••••••• L••	M••••••• V•••••• P•••••••• I••	Aug 1, 2024	Nov 11, 2025	467	Firm change after gap	RIA to state RIA
T••••••••• F•••••••• A•••••••• L••	E•••••••• M••• A•••• M••••••••• L••	Apr 17, 2024

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
16164:322382:CA:2024-04-04	Apr 17, 2024	Apr 25, 2024	SANTA FE SPRINGS, CA	Firm change

Relationships

Registered with (3)

→ M••••••• V•••••• P•••••••• I••Registered adviserregistration: current employment
Nov 11, 2025 to presentfactForm ADV
→ E•••••••• M••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Apr 25, 2024 to Aug 1, 2024factForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 4, 2020 to Apr 17, 2024factForm ADV

Dated events

Occurred
Aug 1, 2024
Advisor changed firm
V••••• H••• E••••• left E•••••••• M••• A•••• M••••••••• L•• for M••••••• V•••••• P•••••••• I•• (registered 2025-11-11)
Form ADVobserved 7 days ago
Occurred
Apr 17, 2024
Advisor changed firm
V••••• H••• E••••• left T••••••••• F•••••••• A•••••••• L•• for E•••••••• M••• A•••• M••••••••• L•• (registered 2024-04-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1324dc23-7804-bca3-9187-5817115c638e
First observed: Aug 4, 2020
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.