DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

R••• M•••••• C•••••••

Advisor at V••••• W••••• M•••••••••

ENOLA, PA

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Search this name across graphsid dfx:ria:4428c1a3-3d71-4df1-f729-780cf88f9b9c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 30, 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•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••• W••••• M•••••••••	State registered	Aug 13, 2026	n/a	yes	ENOLA, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jul 21, 2021	Sep 10, 2026	no	CAMP HILL, PA\|HAMDEN, CT\|ENOLA, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	V••••• W••••• M•••••••••	Sep 10, 2026	Aug 13, 2026	-28	Firm change	Ibd to state RIA
W•••••• • R•••	L•• F•••••••• L••	Jul 21, 2021	Jul 21, 2021

Relationships

Registered with (3)

→ V••••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 13, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 21, 2021 to Sep 10, 2026factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Jun 30, 2014 to Jul 21, 2021factForm ADV

Dated events

Occurred
Sep 10, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4428c1a3-3d71-4df1-f729-780cf88f9b9c
First observed: Jun 30, 2014
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.