A•••••• V•• O••

Advisor at N••••••••• W••••• P•••••••• I•••

ORLANDO, 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:18be8093-a870-b78f-de33-3110496791f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 27, 2007 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: N••••••••• W••••• P•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 24, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••••• W••••• P•••••••• I•••	Independent wealth	Apr 5, 2023	n/a	yes	ORLANDO, FL	Current employment
D•••••• W••••• P•••••••• L••	Independent wealth	May 13, 2020	Feb 17, 2023	no	TAVARES, FL\|Winter Park, FL\|TAVARES, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••• W••••• P•••••••• L••	N••••••••• W••••• P•••••••• I•••	Feb 17, 2023	Apr 5, 2023	47	Firm change	RIA to RIA
R••••• W••••• M•••••••••	D•••••• W••••• P•••••••• L••	Jan 7, 2021	May 13, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
145595:171346:FL:2021-01-07	Jan 7, 2021	May 13, 2020	TAVARES, FL	Firm change after gap

Relationships

Registered with (7)

→ N••••••••• W••••• P•••••••• I•••Registered adviserregistration: current employment
Apr 5, 2023 to presentfactForm ADV
→ D•••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
May 13, 2020 to Feb 17, 2023factForm ADV
→ R••••• W••••• M•••••••••Registered adviserregistration: previous registration
Apr 29, 2019 to Jan 7, 2021factForm ADV
→ C••• L••

Dated events

Occurred
Feb 17, 2023
Advisor changed firm
A•••••• V•• O•• left D•••••• W••••• P•••••••• L•• for N••••••••• W••••• P•••••••• I••• (registered 2023-04-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18be8093-a870-b78f-de33-3110496791f0
First observed: Aug 27, 2007
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.