DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

V•••••••• Z•••••••••

Advisor at L•• F•••••••• L••

MONTVALE, NJ

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Search this name across graphsid dfx:ria:1c937ecd-0d41-0ab8-f8fb-c67b7e67d0ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 12, 2006 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 9, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Apr 22, 2021	n/a	yes	MONTVALE, NJ	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Apr 6, 2010	Apr 26, 2021	no	CHARLOTTE, NC\|WOODCLIFF LAKE, NJ\|INDIANOLA, IA\|MONTVALE, NJ\|CRANFORD, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• A•••••••• I•••	L•• F•••••••• L••	Apr 26, 2021	Apr 22, 2021	-4	Firm change	Ibd to ibd
W•••• F•••• A•••••••	V••• F•••••••• A•••••••• I•••	Mar 24, 2010	Apr 6, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
2882:6413:NJ:2021-04-26	Apr 26, 2021	Apr 22, 2021	CRANFORD, NJ	Firm change

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Apr 22, 2021 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 6, 2010 to Apr 26, 2021factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 29, 2007 to Mar 24, 2010factForm ADV
→ M••••• S•••••• D• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c937ecd-0d41-0ab8-f8fb-c67b7e67d0ad
First observed: Jun 12, 2006
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.