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

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RIA / WealthAdvisor30 years in industry

A•••••• V••••••••• R•••

Advisor at W••••• F••••••••

LAS VEGAS, NV

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Search this name across graphsid dfx:ria:3830f5b2-084a-21b2-29e7-754fcd8663da

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 29, 2013 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: W••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 22, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• F••••••••	Independent wealth	Jan 1, 2026	n/a	yes	LAS VEGAS, NV	Current employment
F••••••• P••••••• A•• W•••••••• A•••••••	Former SEC adviser	Jun 29, 2022	May 23, 2023	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••••••• A•• W•••••••• A•••••••	W••••• F••••••••	May 23, 2023	Jan 1, 2026	954	Firm change after gap	Ibd to RIA
O•••• F•• I•••	F••••••• P••••••• A•• W•••••••• A•••••••	Aug 16, 2021

Relationships

Registered with (6)

→ W••••• F••••••••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jun 29, 2022 to May 23, 2023factForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Jul 6, 2021 to Aug 16, 2021factForm ADV
→ R•• C•••••• M••••••• L••

Dated events

Occurred
May 23, 2023
Advisor changed firm
A•••••• V••••••••• R••• left F••••••• P••••••• A•• W•••••••• A••••••• for W••••• F•••••••• (registered 2026-01-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3830f5b2-084a-21b2-29e7-754fcd8663da
First observed: Oct 29, 2013
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.