DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)40 years in industry

G•••••• S•••• C•••••

Advisor at V•••••• A•••••••• I•••

Orlando, FL

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:463f0f83-3f9b-f0a6-adfa-2be4696f21ba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 1, 1993 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•••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• A•••••••• I•••	Bd affiliated wealth	Mar 9, 2023	n/a	yes	Orlando, FL	Current employment
C•••••••• L••	Other adviser	Aug 21, 2019	Mar 2, 2021	no	LAKE MARY, FL\|Maitland, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••• S••••• A•••••••• L••	C•••••••• L••	Feb 22, 2023	Aug 21, 2019	-1,281	Firm change after gap	Other
C•••••••• L••	V•••••• A•••••••• I•••	Mar 2, 2021	Mar 9, 2023

Relationships

Registered with (5)

→ V•••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 16, 2014 to May 14, 2019factForm ADV
→ L••• S••••• A•••••••• L••Registered adviserregistration: previous registration
May 21, 2019 to Feb 22, 2023factForm ADV
→ C•••••••• L••Registered adviserregistration: previous registration
Aug 21, 2019 to Mar 2, 2021factForm ADV
→ N•• A•••••• S•••••••• L••

Dated events

Occurred
Feb 22, 2023
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:463f0f83-3f9b-f0a6-adfa-2be4696f21ba
First observed: Sep 1, 1993
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.