DFX Intelligence

M•••• A••••• V•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

M•••• A••••• V•••••••

Advisor at V••••••• W••••• M•••••••••

WOODBURY, NY

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Search this name across graphsid dfx:ria:142e4611-0c44-5c4c-f759-5cde21adfc22

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 22, 2012 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••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 11, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••• W••••• M•••••••••	Independent wealth	Jun 18, 2026	n/a	yes	WOODBURY, NY	Current employment
K•••••••• W••••• M••••••••• L••	Independent wealth	Jan 17, 2019	May 14, 2026	no	WOODBURY, NY\|GRANTS PASS, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•••••••• W••••• M••••••••• L••	V••••••• W••••• M•••••••••	May 14, 2026	Jun 18, 2026	35	Firm change	RIA to new firm
W•••• F•••• A•••••••	K•••••••• W••••• M••••••••• L••	Jan 22, 2019	Jan 17, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:148107:NY:2019-01-22	Jan 22, 2019	Jan 17, 2019	GARDEN CITY, NY	Firm change

Relationships

Registered with (4)

→ V••••••• W••••• M•••••••••Registered adviserregistration: current employment
Jun 18, 2026 to presentfactForm ADV
→ K•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 17, 2019 to May 14, 2026factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 18, 2012 to Jan 22, 2019factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
May 14, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:142e4611-0c44-5c4c-f759-5cde21adfc22
First observed: Mar 22, 2012
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.