DFX Intelligence

C•••••• I••••• T••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

C•••••• I••••• T••••

Advisor at V•••• A••••••• L••

MIAMI, FL

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Search this name across graphsid dfx:ria:183a918d-6413-1408-dc87-3c3c9dd850bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 19, 2013 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••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 12, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• A••••••• L••	Independent wealth	Oct 24, 2022	n/a	yes	MIAMI, FL	Current employment
H••• S••••••••• •••• I•••	Bd affiliated wealth	Mar 31, 2014	Nov 10, 2017	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••• S••••••••• •••• I•••	V•••• A••••••• L••	Nov 10, 2017	Oct 24, 2022	1,809	Firm change after gap	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	H••• S••••••••• •••• I•••	Mar 3, 2014	Mar 31, 2014

Relationships

Registered with (3)

→ V•••• A••••••• L••Registered adviserregistration: current employment
Oct 24, 2022 to presentfactForm ADV
→ H••• S••••••••• •••• I•••Registered adviserregistration: previous registration
Mar 31, 2014 to Nov 10, 2017factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 19, 2013 to Mar 3, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:183a918d-6413-1408-dc87-3c3c9dd850bf
First observed: Jun 19, 2013
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.