DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor10 years in industry

V••• N••••••• R••••••••

Advisor at D••• B••• I••••••••• A•••••••

TAMPA, FL

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:3a51e8c5-37e6-ee1b-882b-8c8b9e844001

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 7, 2019 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: D••• B••• I••••••••• A•••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••• B••• I••••••••• A•••••••	Other adviser	Jul 26, 2022	n/a	yes	TAMPA, FL	Current employment
M••••• S••••••	Wirehouse	May 12, 2021	Apr 13, 2022	no	New York, NY\|St. Petersburg, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	D••• B••• I••••••••• A•••••••	Apr 13, 2022	Jul 26, 2022	104	Firm change	Other
J••• M••••• S••••••••• L••	M••••• S••••••	May 14, 2021	May 12, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:115344:FL:2022-04-13	Apr 13, 2022	Jul 26, 2022	ST PETERSBURG, FL	Firm change
79:149777:NY:2021-05-13	May 14, 2021	May 12, 2021	NEW YORK, NY	Firm change

Relationships

Registered with (3)

→ D••• B••• I••••••••• A•••••••Registered adviserregistration: current employment
Jul 26, 2022 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
May 12, 2021 to Apr 13, 2022factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Nov 7, 2019 to May 14, 2021factForm ADV

Dated events

Occurred
Apr 13, 2022
Advisor changed firm
V••• N••••••• R•••••••• left M••••• S•••••• for D••• B••• I••••••••• A••••••• (registered 2022-07-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a51e8c5-37e6-ee1b-882b-8c8b9e844001
First observed: Nov 7, 2019
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.