B••••••• S••••

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

WEST CHESTER TOWNSHIP, OH

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:24137601-e4cc-d71f-3f70-52e9e8242b16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 27, 2011 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••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 26, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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••••••••• W••••• M••••••••• L••	Independent wealth	Feb 25, 2026	n/a	yes	WEST CHESTER TOWNSHIP, OH	Current employment
W•••• F•••• A•••••••	Wirehouse	Sep 16, 2022	Jul 17, 2024	no	SHOREVIEW, MN\|ST. LOUIS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	V••••••••• W••••• M••••••••• L••	Jul 17, 2024	Feb 25, 2026	588	Firm change after gap	Wirehouse to RIA
M••••• S••••••	W•••• F•••• A•••••••	Feb 21, 2014	Apr 24, 2014

Relationships

Registered with (3)

→ V••••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Feb 25, 2026 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 16, 2022 to Jul 17, 2024factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Apr 27, 2011 to Feb 21, 2014factForm ADV

Dated events

Occurred
Jul 17, 2024
Advisor changed firm
B••••••• S•••• left W•••• F•••• A••••••• for V••••••••• W••••• M••••••••• L•• (registered 2026-02-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24137601-e4cc-d71f-3f70-52e9e8242b16
First observed: Apr 27, 2011
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.