DFX Intelligence

M••••• L• G•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant15 years in industry

M••••• L• G•••

Advisor at V••••• W••••• M•••••••• I•••

Tampa, FL

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Search this name across graphsid dfx:ria:24d64175-b4fe-2927-0184-6f746c24cd32

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 14, 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•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 20, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• W••••• M•••••••• I•••	Independent wealth	Sep 27, 2023	n/a	yes	Tampa, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 14, 2013	Aug 31, 2015	no	TAMPA, FL\|TAMPA, FL\|BRANDON, FL\|TAMPA, FL\|WESLEY CHAPEL, FL\|PALM HARBOR, FL\|PALM HARBOR, FL\|TAMPA, FL\|PALM HARBOR, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	V••••• W••••• M•••••••• I•••	Aug 31, 2015	Sep 27, 2023	2,949	Firm change after gap	Wirehouse to RIA
U••• F•••••••• P••••••• S•••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jul 10, 2013

Relationships

Registered with (3)

→ V••••• W••••• M•••••••• I•••Registered adviserregistration: current employment
Sep 27, 2023 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 14, 2013 to Aug 31, 2015factForm ADV
→ U••• F•••••••• P••••••• S•••••••Registered adviserregistration: previous registration
Oct 14, 2011 to Jul 10, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24d64175-b4fe-2927-0184-6f746c24cd32
First observed: Oct 14, 2011
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.