DFX Intelligence

T••••• H•••• S••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

T••••• H•••• S••••••••

Advisor at V•• C•••••• W••••• M••••••••• L••

Smyrna, GA | MINNEAPOLIS, MN

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Search this name across graphsid dfx:ria:198117db-33db-185b-dbaa-f99606127c01

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Apr 13, 2021 to Sep 15, 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•• C•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•• C•••••• W••••• M••••••••• L••	Independent wealth	May 21, 2026	n/a	yes	Smyrna, GA\|MINNEAPOLIS, MN	Current employment
C••••••••• W••••• P•••••••• L••	Independent wealth	May 2, 2025	May 13, 2026	no	Smyrna, GA\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• W••••• P•••••••• L••	V•• C•••••• W••••• M••••••••• L••	May 13, 2026	May 21, 2026	8	Firm change	RIA to RIA
A•••••• W••••• M•••••••••	C••••••••• W••••• P•••••••• L••	Apr 29, 2025	May 2, 2025

Relationships

Registered with (5)

→ V•• C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 21, 2026 to presentfactForm ADV
→ C••••••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
May 2, 2025 to May 13, 2026factForm ADV
→ A•••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 9, 2025 to Apr 29, 2025factForm ADV
→ P•••••••• S••••••••• I•••

Dated events

Occurred
May 13, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 29, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 10, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 22, 2022
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:198117db-33db-185b-dbaa-f99606127c01
First observed: Apr 13, 2021
Last observed: Sep 15, 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.