G•••••• D••••

Advisor at V••••• F•••••••• A••••••• L••

ELKINS PARK, PA

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:415b7d40-118c-51c5-98e2-59945a952d75

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 22, 2004 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••••• F•••••••• A••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• F•••••••• A••••••• L••	State registered	Apr 23, 2019	n/a	yes	ELKINS PARK, PA	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Apr 19, 2016	Feb 4, 2019	no	FORT WASHINGTON, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	V••••• F•••••••• A••••••• L••	Feb 4, 2019	Apr 23, 2019	78	Firm change	Ibd to state RIA
N•• A•••••• S•••••••• L••	K••••• A••••••• S•••••••• L••	Sep 22, 2016	Apr 19, 2016

Relationships

Registered with (4)

→ V••••• F•••••••• A••••••• L••Registered adviserregistration: current employment
Apr 23, 2019 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 19, 2016 to Feb 4, 2019factForm ADV
→ N•• A•••••• S•••••••• L••Registered adviserregistration: previous registration
May 27, 2014 to Sep 22, 2016factForm ADV
→ H•••••• T••••••• • K•••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:415b7d40-118c-51c5-98e2-59945a952d75
First observed: Apr 22, 2004
Last observed: Sep 14, 2026 9 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.