A••••• H••••

Advisor at V•••• W•• A•••••••

CHARLESTOWN, MA

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:195b064a-37f8-b8f4-8a96-ce79a2980854

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 4, 2014 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•• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 11, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••• W•• A•••••••	State registered	Aug 28, 2020	n/a	yes	CHARLESTOWN, MA	Current employment
P••••• • R••••	Other adviser	Sep 29, 2022	Jun 7, 2023	no	Boston, MA\|LOS ANGELES, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••• • R••••	n/a	Jun 7, 2023	n/a	n/a	Departure no registered destination	Departure
M•• I•••••••• S•••••••• L••	V•••• W•• A•••••••	Dec 31, 2019	Aug 28, 2020	241

Team moves

••• Locked

Team	Left	Joined	From	Kind
108257:108928:MA:2017-01-04	Jan 4, 2017	Jan 10, 2017	BOSTON, MA	Firm change

Relationships

Registered with (5)

→ V•••• W•• A•••••••Registered adviserregistration: current employment
Aug 28, 2020 to presentfactForm ADV
→ P••••• • R••••Registered adviserregistration: previous registration
Sep 29, 2022 to Jun 7, 2023factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 5, 2019 to Dec 31, 2019factForm ADV
→ C••••••• M••••••••• I••••••••• A•••••••• L••

Dated events

Occurred
Jun 7, 2023
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:195b064a-37f8-b8f4-8a96-ce79a2980854
First observed: Mar 4, 2014
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.