DFX Intelligence

O•••• O••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

O•••• O••• M•••••

Advisor at V••••• W••••• M•••••••• I•••

Aventura, FL | PARAMUS, NJ

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Search this name across graphsid dfx:ria:3be54c74-d153-24be-8441-fed572624c36

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 10, 2014 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••••• W••••• M•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 26, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• W••••• M•••••••• I•••	Independent wealth	Aug 7, 2023	n/a	yes	Aventura, FL\|PARAMUS, NJ	Current employment
M••••• S••••••	Wirehouse	Jun 10, 2014	Apr 24, 2017	no	Miami, FL\|Coral Gables, FL\|Miami, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	V••••• W••••• M•••••••• I•••	Apr 24, 2017	Aug 7, 2023	2,296	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (2)

→ V••••• W••••• M•••••••• I•••Registered adviserregistration: current employment
Aug 7, 2023 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 10, 2014 to Apr 24, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3be54c74-d153-24be-8441-fed572624c36
First observed: Jun 10, 2014
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.