DFX Intelligence

S•••••••• F•••••••• A•• T•• A•••••••• I••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

S•••••••• F•••••••• A•• T•• A•••••••• I••

CRD 306571

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Search this name across graphsid dfx:ria:49145329-10bc-8572-8d7b-bb284a8ea744

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2026 to Sep 1, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $46.5M••• Locked
Discretionary RAUM: $46.5M
Private client RAUM: $46.5Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
V•••••• J• S••••••••	n/a	FOREST HILL, MD	6	12	2	no
B•••• V•••••• S••••••••	n/a	FOREST HILL, MD	5	14

Relationships

Registered with (2)

← B•••• V•••••• S••••••••Advisorregistration: current employment
Aug 4, 2021 to presentfactForm ADV
← V•••••• J• S••••••••Advisorregistration: current employment
May 8, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49145329-10bc-8572-8d7b-bb284a8ea744
First observed: Sep 1, 2026
Last observed: Sep 1, 2026 22 days ago
Source families: Federal regulator filings
3 registered feeds 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.