DFX Intelligence

A••••• D••••• L•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

A••••• D••••• L•••

Advisor at V•••••• A•••••••• I•••

AKRON, OH | Akron, OH

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Search this name across graphsid dfx:ria:3b226233-d7f3-5e90-925f-03f65ea89bda

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 24, 2014 to Sep 15, 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•••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W• W••••• A•••••••• L••	State registered	Jul 3, 2019	n/a	yes	AKRON, OH	Current employment
V•••••• A•••••••• I•••	Bd affiliated wealth	Jun 17, 2019	n/a	yes	Akron, OH	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	V•••••• A•••••••• I•••	Jun 14, 2019	Jun 17, 2019	3	Firm change	Wirehouse to ibd

Relationships

Registered with (3)

→ W• W••••• A•••••••• L••Registered adviserregistration: current employment
Jul 3, 2019 to presentfactForm ADV
→ V•••••• A•••••••• I•••Registered adviserregistration: current employment
Jun 17, 2019 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 24, 2014 to Jun 14, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b226233-d7f3-5e90-925f-03f65ea89bda
First observed: Dec 24, 2014
Last observed: Sep 15, 2026 7 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.