V••••• T•••

Advisor at V•••••••• F••••••••• L••

PHILADELPHIA, PA

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:1f8c2555-0d0f-545d-09e3-3eae265c74d6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2016 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•••••••• F••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 18, 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••• F••••••••• L••	State registered	May 29, 2026	n/a	yes	PHILADELPHIA, PA	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	Aug 17, 2017	Jun 2, 2026	no	RADNOR, PA\|LANSDOWNE, PA\|DREXEL HILL, PA\|LANSDOWNE, PA\|SPRINGFIELD, PA\|PHILADELPHIA, PA\|PHILADELPHIA, PA\|GLADWYNE, PA\|PHILADELPHIA, PA\|PHILADELPHIA, PA\|PHILADELPHIA, PA\|LANSDOWNE, PA\|DREXEL HILL, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	V•••••••• F••••••••• L••	Jun 2, 2026	May 29, 2026	-4	Firm change	Ibd to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P•• W••••• M•••••••••	Jun 8, 2017	Aug 17, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:129052:PA:2017-06-01	Jun 8, 2017	Aug 17, 2017	PHILADELPHIA, PA	Firm change

Relationships

Registered with (4)

→ V•••••••• F••••••••• L••Registered adviserregistration: current employment
May 29, 2026 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Aug 17, 2017 to Jun 2, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 28, 2016 to Jun 8, 2017factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Jun 2, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f8c2555-0d0f-545d-09e3-3eae265c74d6
First observed: Mar 9, 2016
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.