DFX Intelligence

W••••• C•••••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

W••••• C•••••• H•••

Advisor at V•••••• W••••• M••••••••• L••

SUNNYVALE, TX

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Search this name across graphsid dfx:ria:3ee18088-e404-e27b-7307-3290c8ea4164

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 5, 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: V•••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 26, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• W••••• M••••••••• L••	State registered	Mar 6, 2023	n/a	yes	SUNNYVALE, TX	Current employment
F••••••• P••••••• A•• W•••••••• A•••••••	Former SEC adviser	Jul 13, 2018	Mar 8, 2023	no	BOSTON, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••••••• A•• W•••••••• A•••••••	V•••••• W••••• M••••••••• L••	Mar 8, 2023	Mar 6, 2023	-2	Firm change	Ibd to state RIA
S•••••••• A••••••• L••	F••••••• P••••••• A•• W•••••••• A•••••••	Jul 13, 2018	Jul 13, 2018

Relationships

Registered with (3)

→ V•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Mar 6, 2023 to presentfactForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Jul 13, 2018 to Mar 8, 2023factForm ADV
→ S•••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 5, 2013 to Jul 13, 2018factForm ADV

Dated events

Occurred
Mar 8, 2023
Advisor changed firm
W••••• C•••••• H••• left F••••••• P••••••• A•• W•••••••• A••••••• for V•••••• W••••• M••••••••• L•• (registered 2023-03-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ee18088-e404-e27b-7307-3290c8ea4164
First observed: Aug 5, 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.