DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

S••••••• N••• G••••••

Advisor at V•••••• V•••••••• P••••••• L••

SYLVANIA, OH | Bonita Springs, FL

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Search this name across graphsid dfx:ria:3ba27900-c667-9348-f19d-0e9d165d9a20

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 18, 2025 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•••••• V•••••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• V•••••••• P••••••• L••	Independent wealth	May 13, 2026	n/a	yes	Bonita Springs, FL\|SYLVANIA, OH	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Jun 18, 2025	May 12, 2026	no	Ft Myers, FL\|BONITA SPRINGS, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	V•••••• V•••••••• P••••••• L••	May 12, 2026	May 13, 2026	1	Firm change	Wirehouse to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
8174:304237:FL:2026-05-12	May 12, 2026	May 13, 2026	FT MYERS, FL	Firm change

Relationships

Registered with (2)

→ V•••••• V•••••••• P••••••• L••Registered adviserregistration: current employment
May 13, 2026 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Jun 18, 2025 to May 12, 2026factForm ADV

Dated events

Occurred
May 12, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ba27900-c667-9348-f19d-0e9d165d9a20
First observed: Jun 18, 2025
Last observed: Sep 15, 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.