DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

S•••••••• T••••• G•••••

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

Tampa, FL | MINNEAPOLIS, MN

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Search this name across graphsid dfx:ria:4242e1e5-d670-ec9d-0d14-5a24e8717f23

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2022 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•• C•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom 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•• C•••••• W••••• M••••••••• L••	Independent wealth	Aug 3, 2026	n/a	yes	Tampa, FL\|MINNEAPOLIS, MN	Current employment
F•••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Jun 30, 2022	Jul 30, 2026	no	Tampa, FL\|Tampa, FL\|TAMPA, FL\|Tampa, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••• F•••••••• A•••••••• L••	V•• C•••••• W••••• M••••••••• L••	Jul 30, 2026	Aug 3, 2026	4	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ V•• C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 3, 2026 to presentfactForm ADV
→ F•••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 30, 2022 to Jul 30, 2026factForm ADV

Dated events

Occurred
Jul 30, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4242e1e5-d670-ec9d-0d14-5a24e8717f23
First observed: Jun 30, 2022
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.