DFX Intelligence

G•••••• D•••• S••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

G•••••• D•••• S••••••••

Advisor at V•••••• F•••••••• S••••••• L••

MEDINA, OH

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Search this name across graphsid dfx:ria:25a0a5aa-3931-ab0b-bae7-621481710166

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 3, 2003 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•••••••• S••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• F•••••••• S••••••• L••	State registered	Jun 29, 2018	n/a	yes	MEDINA, OH	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jan 3, 2012	Jul 2, 2018	no	MEDINA, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	V•••••• F•••••••• S••••••• L••	Jul 2, 2018	Jun 29, 2018	-3	Firm change	Ibd to state RIA
S•••••• M••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Dec 31, 2011	Jan 3, 2012

Relationships

Registered with (4)

→ V•••••• F•••••••• S••••••• L••Registered adviserregistration: current employment
Jun 29, 2018 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 3, 2012 to Jul 2, 2018factForm ADV
→ S•••••• M••••• L••Registered adviserregistration: previous registration
Feb 2, 2007 to Dec 31, 2011factForm ADV
→ O•••• F•• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:25a0a5aa-3931-ab0b-bae7-621481710166
First observed: Feb 3, 2003
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.